Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

21 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 560906609 Clear all

Companies

companyBank Of America Corporation
$81Breported plan assets
EIN: 56-0906609Location: RIPlans: 6Participants: 717,867Latest: 2023
View company financial profile →

Plans

planThe Bank Of America 401(K) PlanFinancial statement2023 filing
$54.8Breported assets (EOY)
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 003Participants: 263,860Assets: $54,848,846,192Net assets: $54.8BAssets / participant: $207.9KLocation: Charlotte, NCLatest: 2023
View financial statement →
planThe Bank Of America Pension PlanFinancial statementProvider compensation2023 filing
$19.2Breported assets (EOY)
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 001Participants: 200,581Assets: $19,189,219,650Net assets: $17.6BAssets / participant: $95.7KLocation: Riverside, RILatest: 2023
View financial statement →
planStable Value Master Trust For Bank Of America CorporationFinancial statementProvider compensation2023 filing
$5.4Breported assets (EOY)
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 010Participants: not reported in the loaded datasetAssets: $5,394,401,766Net assets: $5.4BLocation: Charlotte, NCLatest: 2023
View financial statement →
planThe Bank Of America Transferred Savings Account PlanFinancial statementProvider compensation2023 filing
$1.1Breported assets (EOY)
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 007Participants: 10,258Assets: $1,070,736,111Net assets: $1.1BAssets / participant: $104.4KLocation: Riverside, RILatest: 2023
View financial statement →
planBank Of America Group Benefits ProgramFinancial statementProvider compensation2023 filing
$429.5Mreported assets (EOY)
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 501Participants: 177,189Assets: $429,484,427Net assets: $131.5MAssets / participant: $2.4KLocation: Riverside, RILatest: 2023
View financial statement →
planBank Of America Retiree Group Benefits ProgramFinancial statementProvider compensation2023 filing
$105.5Mreported assets (EOY)
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 502Participants: 65,979Assets: $105,479,292Net assets: $89.5MAssets / participant: $1.6KLocation: Charlotte, NCLatest: 2023
View financial statement →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →

Filings

filing2023 Form 5500 — The Bank Of America Pension Plan
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 001Ack ID: 20240926145022NAL0001811634001
filing2023 Form 5500 — The Bank Of America 401(K) Plan
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 003Ack ID: 20240717090659NAL0002379907001
filing2023 Form 5500 — The Bank Of America Transferred Savings Account Plan
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 007Ack ID: 20240812112033NAL0005127363001
filing2023 Form 5500 — Stable Value Master Trust For Bank Of America Corporation
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 010Ack ID: 20240717091004NAL0008867138001
filing2023 Form 5500 — Bank Of America Group Benefits Program
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 501Ack ID: 20240926145428NAL0000937777001
filing2023 Form 5500 — Bank Of America Retiree Group Benefits Program
Sponsor: Bank Of America CorporationEIN: 56-0906609Plan: 502Ack ID: 20240926145226NAL0000464835001