2023 Form 5500 filing — Briggs Medical Service Company 401(K) Savings Plan Briggs Medical Service 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 20241009101838NAL0009100611001) for Briggs Medical Service Company 401(K) Savings Plan Briggs Medical Service Company, reported by Briggs Medical Service Company under EIN 36-3243123 and plan number 002. It reports 616 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)$18.5MReported net assets$18,549,070
Participants616
Provider compensation$49.7K2 Schedule C row(s)$49,740
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009101838NAL0009100611001
- Plan sponsor
- Briggs Medical Service Company
- EIN
- 36-3243123
- Plan number
- 002
- Location
- Clive, IA
- 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)$18.5M total assets
Net assets$18.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,549,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,549,070
- Employer contributions
- $166,378
- Participant contributions
- $484,256
- Total income / additions
- $3,250,849
- Benefits paid
- $1,298,208
- Administrative expenses
- $84,011
- Total expenses
- $1,382,219
- Net increase / (decrease)
- $1,868,630
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $29,616 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,124 | $0 |