2023 Form 5500 filing — B1bank Employee Retirement Plan And Trust
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 20240716122547NAL0001741011001) for B1bank Employee Retirement Plan And Trust, reported by B1bank under EIN 20-3977125 and plan number 001. It reports 873 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716122547NAL0001741011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- B1bank
- EIN
- 20-3977125
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 873
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,850,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,850,374
- Employer contributions
- $2,418,406
- Participant contributions
- $4,356,416
- Total income / additions
- $16,609,687
- Benefits paid
- $5,418,551
- Administrative expenses
- $133,942
- Total expenses
- $5,581,826
- Net increase / (decrease)
- $11,027,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension And Payroll | TPA | $54,111 | not reported in the loaded dataset |
| Gallagher Benefit Services | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am. | RECORDKEEPER | $31,666 | $0 |
| Empower Advised Group, LLC | INVESTMENT MANAGER | $9,948 | not reported in the loaded dataset |