Back to filter
Original filing (PDF)20250806104136NAL0001665555001
U.S. BANCORP
Form 5500
FILING_RECEIVED
U.S. BANK MUFG PENSION PLAN
Defined-benefit pension plan
Signals · 2
Late filing · 8.7 mo7 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 8.7 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. BANCORP.
Plan sponsor
Name
U.S. BANCORP
EIN
41-0255900
Address
800 NICOLLET MALL BC-MN-4BEN · MINNEAPOLIS, MN · 55402
Phone
(312) 325-8799
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
040
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-08-06
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $332K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $169K | — |
| MORGAN LEWIS BOCKIUS LLP | 23-0891050 | — | NONE | $121K | — |
| ERNST & YOUNG, LLP | 34-6565596 | — | NONE | $75K | — |
| TOWERS WATSON DELAWARE | 52-1868818 | — | NONE | $47K | — |
| UNITED STATES TREASURY | 41-0255900 | — | NONE | $13K | — |
| U.S. BANK NATIONAL ASSOCIATION | 41-6271370 | — | NONE | $160 | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| U.S. DEFINED BENEFIT PEN PL MT U.S BANCORP · EIN 41-0255900 / PN 008 | Master Trust | $0 | — |