2023 Form 5500 filing — Burlington Northern Santa Fe Retirement 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 20241009172944NAL0009433459001) for Burlington Northern Santa Fe Retirement Plan, reported by Burlington Northern Santa Fe, LLC under EIN 27-1754839 and plan number 001. It reports 16,031 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009172944NAL0009433459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burlington Northern Santa Fe, LLC
- EIN
- 27-1754839
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 16,031
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,602,884,921
- Total liabilities (EOY)
- $134,363
- Net assets (EOY)
- $2,602,750,558
- Total income / additions
- $385,775,119
- Benefits paid
- $126,267,339
- Administrative expenses
- $2,554,578
- Total expenses
- $128,821,917
- Net increase / (decrease)
- $256,953,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $676,759 | not reported in the loaded dataset |
| Mercer | NONE | $211,517 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $132,780 | $0 |
| Groom Law Group | NONE | $17,891 | not reported in the loaded dataset |