Territorial Savings Bank Employee Retirement Plan — Form 5500 plan (Territorial Savings Bank)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Territorial Savings Bank Employee Retirement Plan is a benefit plan reported by Territorial Savings Bank under EIN 99-0056630 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $20,120,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Territorial Savings Bank
- EIN
- 99-0056630
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $20,120,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241015154357NAL0057030978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,120,563
- Total liabilities (EOY)
- $1,146
- Net assets (EOY)
- $20,119,417
- Net assets (BOY)
- $18,347,214
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $3,109,851
Expenses & distributions
- Benefits paid
- $1,021,947
- Administrative expenses
- $315,701
- Total expenses
- $1,337,648
- Net increase / (decrease)
- $1,772,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors, LLC | NONE | $118,391 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $73,193 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $24,962 | not reported in the loaded dataset | 2023 |