2023 Form 5500 filing — Bosselman Energy Employees 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 20240813135326NAL0005816835001) for Bosselman Energy Employees Retirement Plan, reported by Bosselman Energy, Inc. under EIN 47-0729205 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813135326NAL0005816835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bosselman Energy, Inc.
- EIN
- 47-0729205
- Plan number
- 001
- Location
- Grand Island, NE
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,623,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,623,939
- Employer contributions
- $311,524
- Participant contributions
- $908,748
- Total income / additions
- $2,934,765
- Benefits paid
- $1,952,005
- Administrative expenses
- $50,202
- Total expenses
- $2,002,207
- Net increase / (decrease)
- $932,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $51,963 | $0 |
| Usi Advisors Inc | INVESTMENT ADVISOR | $23,488 | not reported in the loaded dataset |