Plan5500

Bradley Company, LLC — 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, Bradley Company, LLC (EIN 20-0017343) is a plan sponsor located in South Bend, IN with 6 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
20-0017343
Location
South Bend, IN
Loaded plans
6
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 Bradley Company, LLC

  • 6 loaded plans hold $6.4M in reported assets.
  • The largest, Bradley Company, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,034 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.4MSummed across loaded plans$6,424,981
Total reported assets$6.4M$6,424,981
Total reported participants1K1,034
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets$6.4MLiabilities$0
Contributions & income
Employer contributions$115.6K
Participant contributions$613.5K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$289.4K
Total expenses$362.4K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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%Bradley Company, LLC 401(K) Plan
Participants per plan172Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Bradley Company, LLC 401(K) Plan$6.4M
    Plan #002 · 264 participants · 2023
  2. 2
    Bradley Company, LLC Life Insurance Plannot reported in the loaded dataset
    Plan #502 · 224 participants · 2023
  3. 3
    Bradley Company, LLC Group Dental Plannot reported in the loaded dataset
    Plan #504 · 156 participants · 2023
  4. 4
    Bradley Company, LLC Group Vision Plannot reported in the loaded dataset
    Plan #505 · 156 participants · 2023
  5. 5
    Bradley Company, LLC Group Medical Plannot reported in the loaded dataset
    Plan #503 · 134 participants · 2023
  6. 6
    Bradley Company, LLC Std Plannot reported in the loaded dataset
    Plan #501 · 100 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 Bradley Company, LLC. Open one for its full reported snapshot.

  1. 2023
    Bradley Company, LLC Std Plan100 participants · 2No schedules
    View filing →
  2. 2023
    Bradley Company, LLC Life Insurance Plan224 participants · 2No schedules
    View filing →
  3. 2023
    Bradley Company, LLC Group Medical Plan134 participants · 2No schedules
    View filing →
  4. 2023
    Bradley Company, LLC Group Dental Plan156 participants · 2No schedules
    View filing →
  5. 2023
    Bradley Company, LLC Group Vision Plan156 participants · 2No schedules
    View filing →
  6. 2023
    Bradley Company, LLC 401(K) Plan264 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bradley Company, LLC report on Form 5500?
Bradley Company, LLC (EIN 20-0017343) reports 6 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bradley Company, LLC?
The Employer Identification Number (EIN) reported for Bradley Company, LLC is 20-0017343.
What is the latest Form 5500 filing year for Bradley Company, LLC?
The latest loaded Form 5500 filing year for Bradley Company, LLC is 2023.

Related Form 5500 pages