Plan5500

Bremen, IN Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bremen, IN has 11 loaded benefit plan(s) reported by 4 plan sponsor(s), with $48,474,684 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
4
Latest filing year
2023

What stands out in Bremen

  • 11 loaded plans hold $48.5M in reported assets across 4 sponsors.
  • The largest, Universal Bearings LLC Profit Sharing Plan & Trust, holds 51% of reported Bremen plan assets.
  • Plans cover 2,677 participants — about 243 per plan.
  • 36% of loaded plans report full Schedule H/I financial statements.
  • 45% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48.5MSummed across loaded plans$48,474,684
Total reported assets$48.5M$48,474,684
Total reported participants2.7K2,677
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$48.5M total assets
Net assets$48.5MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2.6M
Total income / additions$9.7M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3.3M
Net increase / (decrease)$6.4M

Data coverage

Plans with financial statements4 / 11 (36%)
Plans with provider compensation5 / 11 (45%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bremen, IN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Bremen market comparison

Largest plan share of assets51%Universal Bearings LLC Profit Sharing Plan & Trust
Participants per plan243Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Bremen

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Universal Bearings LLC Profit Sharing Plan & Trust$24.8M
    Universal Bearings, LLC · 2023
  2. 2
    Digger 401(K) Plan & Trust$9.4M
    Digger Specialties, Inc. · 2023
  3. 3
    Indiana Carton Company, Inc. Office 401(K) Plan$7.7M
    Indiana Carton Company, Inc. · 2023
  4. 4
    Bci Solutions, Inc. 401(K) Plan$6.6M
    Bci Solutions, Inc. · 2023
  5. 5
    Bremen Castings, Inc. Group Insurance Plannot reported in the loaded dataset
    Bremen Castings, Inc. · 2023
  6. 6
    Universal Bearings LLC Employee Beneficiary Association Plannot reported in the loaded dataset
    Universal Bearings LLC · 2023
  7. 7
    Indiana Carton Company, Inc. Employees Benefit Plannot reported in the loaded dataset
    Indiana Carton Company, Inc. · 2023
  8. 8
    Indiana Carton Company, Inc. Life And Ad&D Plannot reported in the loaded dataset
    Indiana Carton Company, Inc. · 2023
  9. 9
    Indiana Carton Company, Inc Employee Assistance Programnot reported in the loaded dataset
    Indiana Carton Company, Inc. · 2023
  10. 10
    Universal Bearings LLC Employee Beneficiary Association Plannot reported in the loaded dataset
    Universal Bearings LLC · 2023
  11. 11
    Digger Specialties, Inc.not reported in the loaded dataset
    Digger Specialties, Inc · 2023

Largest plans in Bremen → · Bremen plans by participants → · Bremen plans with financial data → · Bremen plans with provider compensation → · $1B+ plans in Bremen →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bremen, IN?
11 plan(s) reported by 4 sponsor(s) are loaded for Bremen, IN.

Related Form 5500 pages