2023 Form 5500 filing — Burlington Northern Santa Fe Group Benefits 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 20241009090005NAL0018934001001) for Burlington Northern Santa Fe Group Benefits Plan, reported by Burlington Northern Santa Fe, LLC under EIN 27-1754839 and plan number 501. It reports 9,283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009090005NAL0018934001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burlington Northern Santa Fe, LLC
- EIN
- 27-1754839
- Plan number
- 501
- Location
- Fort Worth, TX
- Participants
- 9,283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,777,728
- Total liabilities (EOY)
- $18,662,683
- Net assets (EOY)
- -$1,884,955
- Employer contributions
- $97,547,672
- Participant contributions
- $28,014,181
- Total income / additions
- $125,723,612
- Benefits paid
- $118,142,528
- Administrative expenses
- $4,966,678
- Total expenses
- $123,109,206
- Net increase / (decrease)
- $2,614,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Illinois | NONE | $2,033,330 | $448 |
| Alight Solutions | NONE | $1,062,054 | not reported in the loaded dataset |
| Caremark | NONE | $486,937 | not reported in the loaded dataset |
| Archimedes | NONE | $463,535 | not reported in the loaded dataset |
| Cigna | NONE | $294,073 | $0 |
| Metropolitan Life Insurance Company | NONE | $131,522 | not reported in the loaded dataset |
| Access Hope | NONE | $125,723 | not reported in the loaded dataset |
| Health Advocate | NONE | $118,849 | not reported in the loaded dataset |
| Extend Health | NONE | $95,628 | not reported in the loaded dataset |
| Teladoc | NONE | $76,077 | not reported in the loaded dataset |
| Ace Solutions | NONE | $43,139 | not reported in the loaded dataset |
| Northern Trust | NONE | $20,000 | $0 |
| Health Equity | NONE | $9,763 | not reported in the loaded dataset |