Plan5500

2023 Form 5500 filing — Bhs Partnership 403b Pension 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 20241010093819NAL0009864163001) for Bhs Partnership 403b Pension Plan, reported by Bhs Management Services Inc. under EIN 04-2442944 and plan number 003. It reports 5,534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010093819NAL0009864163001
Filing year
2023
Form type
2
Plan sponsor
Bhs Management Services Inc.
EIN
04-2442944
Plan number
003
Location
Pittsfield, MA
Participants
5,534
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$636,680,273
Net assets (EOY)
$636,680,273
Employer contributions
$12,818,804
Participant contributions
$29,243,711
Total income / additions
$126,765,694
Benefits paid
$54,393,413
Administrative expenses
$1,048,816
Total expenses
$56,068,350
Net increase / (decrease)
$70,697,344
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$520,627$0
Berkshire Money Management IncSECURITIES BROKER$304,358not reported in the loaded dataset
Capfinancial Partners LLCINVESTMENT ADVISOR$105,000not reported in the loaded dataset
Caron & Bletzer, PllcAUDITOR$17,100not reported in the loaded dataset
Wealth Enhancement Advisory SeSECURITIES BROKER$6,047not reported in the loaded dataset
Charles Schwab & Co., Inc.SECURITIES BROKER$4,382$0
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages