Retirement plan
U.S. BANK MUFG PENSION PLAN
U.S. BANCORPEIN 41-0255900Plan #040PY 2023
800 NICOLLET MALL BC-MN-4BEN - MINNEAPOLIS, MN 55402312-325-8799
Other plans on this EIN
3 filingsProspect flagsRecently cancelled planLow returnsWind-down / frozen
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-96.48%
No prior year
Benchmarks
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants<25
Cohort3,137 peers
Snapshot2023
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $30,000
0
Participation rate
0.0%
median 59.6%
0
Avg account balance
$0
median $139,268
0
Admin fee / account holder
$0
median $48
1
Annual return
-96.48%
median 8.93%
Overall peer rank
1of 100
1st percentileavg across 6 metrics
Analytics
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
Service providers
Top 7 by compensation
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Service code 50 · EIN 53-0181291 | Direct Payment | $332,333 |
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $168,761 |
MORGAN LEWIS BOCKIUS LLP1+ years Service code 29 · EIN 23-0891050 | Legal | $120,721 |
ERNST & YOUNG, LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $75,000 |
TOWERS WATSON DELAWARE1+ years Service code 27 · EIN 52-1868818 | Advisory (Plan) | $47,264 |
UNITED STATES TREASURY1+ years Service code 15 · EIN 41-0255900 | Recordkeeping | $12,500 |
U.S. BANK NATIONAL ASSOCIATION1+ years Service code 25 · EIN 41-6271370 | Directed Trustee | $160 |
Enrolled actuary
1 attachment
SB
KURTT A RICHMAN
WILLIS TOWERS WATSON US LLC
Enrollment #2305123
8400 NORMANDALE LAKE BOULEVARD
SUITE 1700
MINNEAPOLIS, MN 554373837
(952) 842-7000
Signed 2025-08-04
Top hat statement on fileNQDC
Filed April 24, 2026 (most recent of 6 filings on file)
Plan administrator
Plan administrator name— Sign in and upgrade to view
800 Nicollet Mall BC-MN-4BEN
Minneapolis, MN 55402
Plans declared (1)
- U.S. Bank Executive Change in Control Severance Plan16 emp
Plan features & details
Pension benefit codes1A1C3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
3 tripped
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
- InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.
Expense breakdown
Schedule H Part II
Admin total
$1.5M
- Recordkeeping$13K0.9%
- Investment mgmt$380K25.9%
- Legal$121K8.2%
- Other trustee fees$1600.0%
- Contract admin$235K16.0%
- Other / not subdivided$719K49.0%
% of EOY assets
-
all-in expense ratio
Categories reported
5 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- ERNST & YOUNG LLP
- Auditor EIN
- 346565596
- Audit fees
- $75,000
- Opinion code
- Unqualified