Retirement plan

ZIONS BANCORPORATION, N. A. PENSION PLAN

Name: ZIONS BANCORPORATION, N.A. - ZIONS BANCORPORATION, N. A. PENSION PLAN (2020) Form 5500
Creator: ZIONS BANCORPORATION, N.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZIONS BANCORPORATION, N. A. PENSION PLAN, ZIONS BANCORPORATION, N.A.

ZIONS BANCORPORATION, N.A.EIN 87-0189025Plan #001PY 2020

1 SOUTH MAIN STREET - SALT LAKE CITY, UT 84133801-844-7600

Other plans on this EIN

1 filing

#006Retirement-$1.46B assets

Prospect flagsRecently cancelled planWind-down / frozen

How to read this page

Total assets (EOY)

-7.7% from 2019

Total participants

+5.5% from 2019

Average account balance

No prior year

Annual return

2.98%

-15.20 pp from 2019

Benchmarks

See 122 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Cohort122 peers

Snapshot2020

Participant deferral / active EE

median $0

Employer contribution / active EE

median $10,101

Participation rate

0.0%

median 0.0%

Avg account balance

median $371,493

Admin fee / account holder

median $0

Annual return

2.98%

median 7.83%

Overall peer rank

28of 100

28th percentileavg across 6 metrics

Analytics

2018 - 2020

Total assets (EOY)

Plan-year ending balance

Average account balance

Total assets / participants with a balance (line 6g)

$47K

Not enough data

2 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,559

Not enough data

2 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

2 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

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)

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

2 years with F_SCH_H allocation on file

Service providers

Top 1 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Filed as: PRUDENTIAL RETIREMENT INS Service code 28 · EIN 06-1050034	Investment Management	$623,274

Plan features & details

Pension benefit codes1A1C1I3I

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).
1C
Cash balance or similar plan
A 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).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

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

$1.2M

Investment mgmt$966K82.7%
Other / not subdivided$202K17.3%

% of EOY assets

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ERNST & YOUNG
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,185,213-100.0%

$373,805-100.0%

Participation rate

0.0%

0.0%0pp

19.3%-19.3pp

Annual return

2.98%

42.38%-39.4pp

9.52%-6.5pp

Employer contribution / active EE

$19,943-100.0%

$41,951-100.0%

Participant deferral / active EE

$669-100.0%

$18-100.0%

Admin fee / account holder

$2,937-100.0%

$1,512-100.0%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Filed as: PRUDENTIAL RETIREMENT INS

Service code 28 · EIN 06-1050034

Investment Management

$623,274

ZIONS BANCORPORATION, N. A. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZIONS BANCORPORATION, N. A. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion