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Form 5500 · Retirement plan · RIVERSIDE, RI

BANK OF AMERICA CORPORATION

The filing calls this plan THE BANK OF AMERICA PENSION PLAN.

BANK OF AMERICA CORPORATION of RIVERSIDE, RI files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by NEW YORK LIFE INSURANCE COMPANY and 2 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
NEW YORK LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0906609 · plan 001 · plan year 2025, filed Sep 22, 2026

Participants at the start of the year
168,197
Contracts on file
3
Contract value
$415,778,209
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with NEW YORK LIFE INSURANCE COMPANY.

The contracts held $415,778,209 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC—December$281,510,515$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC0December$153,300,412$0
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC—December$262,477,797$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BANK OF AMERICA CORPORATION CORPORATE BENEFITS COMMITTEE
EIN 56-0906609
FIDELITY INVESTMENTS INST. OPS. CO.
Recordkeeping and information management · EIN 04-2647786
$9,962,845
paid directly by the plan
BRIDGEWATER ASSOCIATES
Named on Schedule C · EIN 27-1437501
$5,797,016
paid directly by the plan
PIMCO LLC
Named on Schedule C · EIN 33-0629048
$3,457,694
paid directly by the plan
WESTERN ASSET MANAGEMENT COMPANY
Named on Schedule C · EIN 95-2705767
$2,914,024
paid directly by the plan
CAMDEN ASSET MANAGEMENT, LP
Named on Schedule C · EIN 95-4319164
$2,525,539
paid directly by the plan
WILLIS TOWERS WATSON
Named on Schedule C · EIN 53-0181291
$2,328,598
paid directly by the plan
T. ROWE PRICE ASSOCIATES, INC.
Named on Schedule C · EIN 52-0556948
$2,233,772
paid directly by the plan
MONDRIAN INVESTMENT PARTNERS LTD
Named on Schedule C · EIN 98-0117968
$1,754,390
paid directly by the plan
NISA INVESTMENT ADVISORS
Named on Schedule C · EIN 48-1140940
$1,250,000
paid directly by the plan
FIDELITY INSTL ASSET MGMT TR CO
Named on Schedule C · EIN 20-2159373
$1,138,770
paid directly by the plan
INTECH INVESTMENT MANAGEMENT, LLC
Named on Schedule C · EIN 01-0614895
$1,127,564
paid directly by the plan
BANK OF NEW YORK MELLON TRUST CO
Custodian · EIN 95-3571558
$1,021,932
paid directly by the plan
LEGAL & GENERAL INVESTMENT MGMT
Named on Schedule C · EIN 20-8058531
$993,341
paid directly by the plan
VOYA INVESTMENT MANAGEMENT CO, LLC
Named on Schedule C · EIN 06-0888148
$890,589
paid directly by the plan
PRUDENTIAL INSURANCE CO.
Named on Schedule C · EIN 22-1211670
$863,226
paid directly by the plan
MFS INSTITUTIONAL ADVISORS, INC.
Named on Schedule C · EIN 04-3247425
$763,419
paid directly by the plan
COLUMBIA MGMT INVESTMENT ADVSISORS
Named on Schedule C · EIN 41-1533211
$712,485
paid directly by the plan
ARISTOTLE CAPITAL MANAGEMENT, LLC
Named on Schedule C · EIN 95-4833644
$681,595
paid directly by the plan
GOLDMAN SACHS ASSET MANAGEMENT
Named on Schedule C · EIN 13-3575636
$555,022
paid directly by the plan
LSV ASSET MANAGEMENT COMPANY
Named on Schedule C · EIN 23-2772200
$537,154
paid directly by the plan
CALLAN LLC
Named on Schedule C · EIN 94-2192581
$519,000
paid directly by the plan
BANK OF AMERICA RETIREMENT SERVICES
Plan administrator · Investment advisory · EIN 56-0906609
$510,629
paid directly by the plan
DIMENSIONAL FUND ADVISORS LP
Named on Schedule C · EIN 30-0447847
$284,605
paid directly by the plan
BANK OF AMERICA PERSONNEL CENTER
INTERNAL BANK DEPT. · EIN 56-0906609
$130,951
paid directly by the plan
SMITH & DOWNEY, PA
Named on Schedule C · EIN 52-1839270
$127,563
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$19,869,209,200
Paid out in benefits
$1,093,606,672
Participants at the start of the year
168,197

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 76-0488832
MCCONNELL & JONES LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$114,634

From Schedule H of this filing.

Other plans filed by this employer

Bank Of America Group Benefits ProgramInsured benefit plan · 20 Schedule A contractsRenews ~Jan 1plan 502Insured benefit plan · 21 Schedule A contractsRenews ~Jan 1plan 007Retirement plan · 3 Schedule A contractsThe Bank Of America 401(K) PlanForm 5500 filing · no insured Schedule A contractsplan 010Form 5500 filing · no insured Schedule A contracts

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