Plan5500

F. A. Bartlett Tree Expert Co. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, F. A. Bartlett Tree Expert Co. (EIN 06-0254490) is a plan sponsor located in Stamford, CT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0254490
Location
Stamford, CT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for F. A. Bartlett Tree Expert Co.

  • 2 loaded plans hold $171.5M in reported assets.
  • The largest, Bartlett Tree 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4,395 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$169.6MSummed across loaded plans$169,552,545
Total reported assets$171.5M$171,514,497
Total reported participants4.4K4,395
Total reported liabilities$2M$1,961,952

Reported net position

Reported assets = net assets + liabilities (summed)$171.5M total assets
Net assets$169.6MLiabilities$2M
Contributions & income
Employer contributions$15.9M
Participant contributions$17.2M
Total income / additions$65.7M
Expenses & distributions
Benefits paid / distributions$29M
Total expenses$30.3M
Net increase / (decrease)$35.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Bartlett Tree 401(K) Plan
Participants per plan2,198Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Bartlett Tree 401(K) Plan$171.2M
    Plan #001 · 2,845 participants · 2023
  2. 2
    F. A. Bartlett Tree Expert Co. Health Benefits Pla$335K
    Plan #501 · 1,550 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for F. A. Bartlett Tree Expert Co.. Open one for its full reported snapshot.

  1. 2023
    Bartlett Tree 401(K) Plan2,845 participants · 2Sch HSch C
    View filing →
  2. 2023
    F. A. Bartlett Tree Expert Co. Health Benefits Pla1,550 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does F. A. Bartlett Tree Expert Co. report on Form 5500?
F. A. Bartlett Tree Expert Co. (EIN 06-0254490) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for F. A. Bartlett Tree Expert Co.?
The Employer Identification Number (EIN) reported for F. A. Bartlett Tree Expert Co. is 06-0254490.
What is the latest Form 5500 filing year for F. A. Bartlett Tree Expert Co.?
The latest loaded Form 5500 filing year for F. A. Bartlett Tree Expert Co. is 2023.

Related Form 5500 pages