How many benefit plans does Bmi Financial Group, Inc. report on Form 5500?

Bmi Financial Group, Inc. (EIN 59-2787441) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Bmi Financial Group, Inc.?

The Employer Identification Number (EIN) reported for Bmi Financial Group, Inc. is 59-2787441.

What is the latest Form 5500 filing year for Bmi Financial Group, Inc.?

The latest loaded Form 5500 filing year for Bmi Financial Group, Inc. is 2023.

Bmi Financial Group, Inc. — 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, Bmi Financial Group, Inc. (EIN 59-2787441) is a plan sponsor located in Miami, FL 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: 59-2787441
Location: Miami, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $8,455,726
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $8,455,726

Contributions & income

Employer contributions: $95,301
Participant contributions: $555,105
Total income / additions: $1,766,700

Expenses & distributions

Benefits paid / distributions: $2,024,764
Total expenses: $2,056,945
Net increase / (decrease): -$290,245

Coverage

Total reported participants: 276
Plans with financial statements: 1
Plans with provider compensation: 1

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

Bmi Financial Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Bmi Companies Retirement Savings Plan	001	154	$8,455,726	2023
Bmi Financial Group, Inc. Life Plan	501	122	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bmi Financial Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Bmi Companies Retirement Savings Plan	154	H, C	20240724051848NAL0007924995001
2023	Bmi Financial Group, Inc. Life Plan	122	—	20250828102504NAL0017874032001