2023 Form 5500 filing — Bass Retirement 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 20240709165359NAL0029833170001) for Bass Retirement Plan, reported by Bepco, L.P. under EIN 75-1076930 and plan number 002. It reports 2,391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709165359NAL0029833170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bepco, L.P.
- EIN
- 75-1076930
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 2,391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $330,976,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $330,976,884
- Total income / additions
- $31,018,973
- Benefits paid
- $19,375,585
- Administrative expenses
- $3,531,140
- Total expenses
- $22,906,725
- Net increase / (decrease)
- $8,112,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | NONE | $1,050,946 | not reported in the loaded dataset |
| Luther King Capital Mgmt. Corp. | NONE | $254,084 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $187,830 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $111,461 | not reported in the loaded dataset |
| Blackrock | NONE | $88,609 | not reported in the loaded dataset |
| Whitley Penn | NONE | $33,475 | not reported in the loaded dataset |
| Locke Lord Bissel & Liddell Llp | NONE | $11,066 | not reported in the loaded dataset |
| Marketing Communications Res., Inc. | NONE | $5,200 | not reported in the loaded dataset |