2023 Form 5500 filing — Retirement Plan For The Employees Of Bessemer Trust Company

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 20241007082705NAL0015816321001) for Retirement Plan For The Employees Of Bessemer Trust Company, reported by Bessemer Trust Company under EIN 22-0770670 and plan number 001. It reports 760 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241007082705NAL0015816321001
Filing year
2023
Form type
2
Plan sponsor
Bessemer Trust Company
EIN
22-0770670
Plan number
001
Location
Woodbridge, NJ
Participants
760
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$118,229,664
Total liabilities (EOY)
$0
Net assets (EOY)
$118,229,664
Total income / additions
$15,492,957
Benefits paid
$6,884,494
Administrative expenses
$0
Total expenses
$6,884,494
Net increase / (decrease)
$8,608,463
Schedule source
Schedule H

Related Form 5500 pages