2023 Form 5500 filing — Bluestem 401(K) Retirement Savings 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 20240927120829NAL0004206994001) for Bluestem 401(K) Retirement Savings Plan, reported by Blst Operating Company, LLC under EIN 85-1387944 and plan number 001. It reports 2,569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927120829NAL0004206994001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blst Operating Company, LLC
- EIN
- 85-1387944
- Plan number
- 001
- Location
- Eden Prairie, MN
- Participants
- 2,569
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,553,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $200,553,709
- Employer contributions
- $2,246,210
- Participant contributions
- $5,439,048
- Total income / additions
- $41,259,635
- Benefits paid
- $35,598,182
- Administrative expenses
- $150,884
- Total expenses
- $35,750,225
- Net increase / (decrease)
- $5,509,410
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $80,884 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $70,000 | not reported in the loaded dataset |