PlanOptica
Retirement plan

BB&T CORPORATION PENSION PLAN

BB&T CORPORATIONEIN 56-0939887Plan #001PY 2015
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BBT FINANCIAL CENTER,PO BOX 1215, 200 WEST SECOND STREET - WINSTON- SALEM, NC 271021215800-716-2455
Other plans on this EIN
3 filings
#003Retirement-$3.15B assets#020Retirement-$187.5M assets#021Retirement-$107.1M assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(800) 716-2455
Plan administrator signer
STEVE REEDER
Signed 10/14/2016
Plan administrator entity
CHAIR OF THE EMPLOYEE BENEFITS PLAN COMMITTEE
EIN 560939887
PO BOX 1215 · WINSTON- SALEM, NC 271021215
How to read this page

Summary metrics

Total assets (EOY)
$4455.3M
-12.2% from 2016
Total participants
52,282
-6.7% from 2016
Average account balance
$0
No prior year
Annual return
4.46%
-6.06 pp from 2016

Benchmarks

See 38 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants>=10,000
Cohort38 peers
Snapshot2015
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$4,677
median $4,473
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $47,522
Admin fee / account holder
$0
median $275
Annual return
4.46%
median -0.83%
Overall peer rank
62nd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$14.70B
Average account balance
Total assets / participants with a balance (line 6g)
$160K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
58,963
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$1.30B
Contributions per participant
Average employer and participant contribution per enrolled participant
$34K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+2.98%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 6 by compensation
ProviderService typeCompensation
ARTISAN1+ years
Service code 28 · EIN 30-0551775
Investment Management
$1,473,450
AON CONSULTING1+ years
Service code 11 · EIN 22-2232264
Actuarial
$1,295,072
CORTINA1+ years
Service code 28 · EIN 56-2450074
Investment Management
$769,171
BRANCH BANKING AND TRUST COMPANY1+ years
Service code 21 · EIN 56-1074313
Bank Trustee
$372,075
BLACKSTONE REAL ESTATE ADVISORS, LP1+ years
Service code 28 · EIN 20-8081716
Investment Management
$67,605
KILPATRICK TOWNSEND ATTORNEYS1+ years
Service code 29 · EIN 58-0511774
Legal
$24,570

Enrolled actuary

1 attachment
SB

BRYAN ANDERSON, FSA, EA

AON CONSULTING
Enrollment #1407659
1111 METROPOLITAN AVENUE
SUITE 400
CHARLOTTE, NC 28204
(704) 343-8640
Signed 2016-07-29

Top hat statement on fileNQDC

Filed October 18, 2004

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A3F3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$6.8M
$251 / participant
  • Other / not subdivided$7M100.0%
% of EOY assets
0.152%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
PRICEWATERHOUSECOOPERS LLP
Auditor EIN
134008324
Audit fees
(not subdivided)
Opinion code
Unqualified