2023 Form 5500 filing — Bcom 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 20240723152528NAL0006753267001) for Bcom Retirement Plan, reported by Burrell College Of Osteopathic Medicine LLC under EIN 47-0981990 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723152528NAL0006753267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burrell College Of Osteopathic Medicine LLC
- EIN
- 47-0981990
- Plan number
- 001
- Location
- Las Cruces, NM
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,229,084
- Total liabilities (EOY)
- $33,665
- Net assets (EOY)
- $9,195,419
- Employer contributions
- $476,255
- Participant contributions
- $977,964
- Total income / additions
- $2,977,931
- Benefits paid
- $623,473
- Administrative expenses
- $46,279
- Total expenses
- $669,752
- Net increase / (decrease)
- $2,308,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oppenheimer & Co. Inc. | NONE | $37,631 | not reported in the loaded dataset |
| Alerus Financial, N.A. | NONE | $8,649 | $0 |