Data Dictionary
Item Number B874
EMPLOYEE BENEFIT-DEFINED CONTRIBUTION - NUMBER OF MANAGED ACCOUNTSCall confidentiality applies to FFIEC 031/041.
| Series | Start Date | End Date | Confidential? | Reporting Forms |
|---|---|---|---|---|
| RCFDB874 | 2001-12-31 | 9999-12-31 | No | Multiple Forms |
| RCONB874 | 2001-12-31 | 9999-12-31 | No | FFIEC 041 |
| RCONB874 | 2001-12-31 | 9999-12-31 | No | FFIEC 051 |
| SVGLB874 | 2002-03-31 | 2008-12-31 | Yes | OTS 1313 |
| SVGLB874 | 2009-03-31 | 2011-12-31 | No | OTS 1313 |
| UBPRB874 | 2001-12-31 | 9999-12-31 | No |
Data Description:
Includes the number of accounts for all employee benefit defined contribution accounts in which the institution serves as either trustee or agent. Include 401(k) plans, 403(b) plans, profit-sharing plans, money purchase plans, target benefit plans, stock bonus plans, employee stock ownership plans, and thrift/savings plans. The number of accounts reported should reflect the total number of plans administered rather than the number of plan participants. Employee benefit accounts that are solely custody and safekeeping accounts should be reported in Schedule RC-T, item 10.
Report the total number of managed fiduciary accounts.
COMPARABILITY:
Beginning 3/31/02, reported on Schedule FS for the SVGL report.
NOTE:
Reported on Schedule RC-T Fiduciary and Related Services for the FFIEC 031 and 041 reports.
Reported on Schedule T for the FFIEC 002 report.
For the UBPR series, the FDIC's Data Element name is H-EMBDFCMNUM
This variable is used by the FDIC and OCC in the process to generate the UBPR in the Central Data Repository (CDR). The Board does NOT store this MDRM within the UBPR series tables in the Board's Financial Data Repository (FDR).