Bessemer Trust Company — 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, Bessemer Trust Company (EIN 22-6178297) is a plan sponsor located in Woodbridge, NJ 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
22-6178297
Location
Woodbridge, NJ
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$40,507,043
Total reported liabilities (EOY)
$206,222
Total reported net assets (EOY)
$40,300,821

Contributions & income

Total income / additions
$2,154,813

Expenses & distributions

Benefits paid / distributions
$1,302,246
Total expenses
$1,334,246
Net increase / (decrease)
$820,567

Coverage

Plans with financial statements
1
Plans with provider compensation
0

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.

Largest loaded plans by reported assets

Bessemer Trust Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Btc Coll Emp Ben F/I Fund No 4154not reported in the loaded dataset$40,507,0432023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bessemer Trust Company
YearPlanParticipantsSchedulesFiling
2023Btc Coll Emp Ben F/I Fund No 4not reported in the loaded datasetH20241007141031NAL0016209137001

Related Form 5500 pages