2023 Form 5500 filing — Bcd Travel Usa LLC Profit Sharing 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 20241010125239NAL0020101025001) for Bcd Travel Usa LLC Profit Sharing Retirement Plan, reported by Bcd Travel Usa LLC under EIN 58-2308827 and plan number 001. It reports 5,366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010125239NAL0020101025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bcd Travel Usa LLC
- EIN
- 58-2308827
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 5,366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $409,471,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $409,471,501
- Employer contributions
- $4,806,452
- Participant contributions
- $20,304,655
- Total income / additions
- $100,555,002
- Benefits paid
- $24,723,053
- Administrative expenses
- -$345,185
- Total expenses
- $24,417,076
- Net increase / (decrease)
- $76,137,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $40,966 | not reported in the loaded dataset |
| Lockton Retirement Services | ADVISOR | $22,500 | not reported in the loaded dataset |
| Windham Brannon | ACCOUNTANT | $21,000 | not reported in the loaded dataset |
| Creative Planning, LLC | ADVISOR | $12,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$441,926 | $0 |