2023 Form 5500 filing — Burns & Mcdonnell, Inc. Employee Stock Ownership 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 20240926085212NAL0000255331001) for Burns & Mcdonnell, Inc. Employee Stock Ownership Plan, reported by Burns & Mcdonnell, Inc under EIN 43-1393692 and plan number 001. It reports 11,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926085212NAL0000255331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burns & Mcdonnell, Inc
- EIN
- 43-1393692
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 11,224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,708,605,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,708,605,759
- Employer contributions
- $207,000,000
- Total income / additions
- $1,047,738,146
- Benefits paid
- $288,593,987
- Administrative expenses
- $650,920
- Total expenses
- $289,244,907
- Net increase / (decrease)
- $758,493,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commerce Bank | CUSTODIAN | $544,274 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $106,333 | $0 |