2023 Form 5500 filing — Bryan Heart Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240108114710NAL0007279889001) for Bryan Heart Retirement Savings Plan, reported by Bryan Heart Retirement Savings Plan under EIN 47-0844961 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240108114710NAL0007279889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bryan Heart Retirement Savings Plan
- EIN
- 47-0844961
- Plan number
- 001
- Location
- Lincoln, NE
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $825,288
- Benefits paid
- $267,491
- Administrative expenses
- $11,394
- Total expenses
- $278,885
- Net increase / (decrease)
- $546,403
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D.A. Davidson & Co. | NONE | $11,369 | not reported in the loaded dataset |
| Digital Retirement Solutions, Inc. | NONE | $25 | $0 |