2023 Form 5500 filing — Boston Bruins Employees 401(K) Savings & Investment 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 20241002121021NAL0004776115001) for Boston Bruins Employees 401(K) Savings & Investment Plan, reported by Boston Professional Hockey Association, Inc. under EIN 04-1106880 and plan number 004. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19.5MReported net assets$19,516,609
Participants265
Provider compensation$39.7K2 Schedule C row(s)$39,691
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002121021NAL0004776115001
- Plan sponsor
- Boston Professional Hockey Association, Inc.
- EIN
- 04-1106880
- Plan number
- 004
- Location
- Buffalo, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19.5M total assets
Net assets$19.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,516,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,516,609
- Employer contributions
- $388,598
- Participant contributions
- $901,296
- Total income / additions
- $3,724,357
- Benefits paid
- $1,126,229
- Administrative expenses
- $42,835
- Total expenses
- $1,169,064
- Net increase / (decrease)
- $2,555,293
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY EMPLOYER | $33,191 | $0 |
| Tronconi Segarra & Associates | RETAINED BY EMPLOYER | $6,500 | not reported in the loaded dataset |