Bdt Capital Partners, 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, Bdt Capital Partners, LLC (EIN 80-0395967) is a plan sponsor located in Chicago, IL with 2 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
80-0395967
Location
Chicago, IL
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 Bdt Capital Partners, LLC

  • 2 loaded plans hold $139M in reported assets.
  • The largest, Bdt & Msd Partners Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 520 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$139MSummed across loaded plans$139,028,693
Total reported assets$139M$139,028,693
Total reported participants520
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$139M total assets
Net assets$139MLiabilities$0
Contributions & income
Employer contributions$9.2M
Participant contributions$5M
Total income / additions$29.8M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$28.1M

Data coverage

Plans with financial statements1 / 2 (50%)
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%Bdt & Msd Partners Retirement Savings Plan
Participants per plan260Average 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
    Plan #001 · 289 participants · 2023
  2. 2
    Bdt Capital Partners, LLCnot reported in the loaded dataset
    Plan #501 · 231 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bdt Capital Partners, LLC. Open one for its full reported snapshot.

  1. 2023
    Bdt Capital Partners, LLC231 participants · 2Sch C
    View filing →
  2. 2023
    Bdt & Msd Partners Retirement Savings Plan289 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bdt Capital Partners, LLC report on Form 5500?
Bdt Capital Partners, LLC (EIN 80-0395967) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bdt Capital Partners, LLC?
The Employer Identification Number (EIN) reported for Bdt Capital Partners, LLC is 80-0395967.
What is the latest Form 5500 filing year for Bdt Capital Partners, LLC?
The latest loaded Form 5500 filing year for Bdt Capital Partners, LLC is 2023.

Related Form 5500 pages