2023 Form 5500 filing — Bdo Usa 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 20241011091757NAL0010764771001) for Bdo Usa Retirement Plan, reported by Bdo Usa, P.C. under EIN 13-5381590 and plan number 001. It reports 14,565 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011091757NAL0010764771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bdo Usa, P.C.
- EIN
- 13-5381590
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 14,565
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,684,497,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,684,497,982
- Employer contributions
- $41,201,542
- Participant contributions
- $120,523,905
- Total income / additions
- $445,754,431
- Benefits paid
- $139,627,039
- Administrative expenses
- $734,108
- Total expenses
- $140,361,147
- Net increase / (decrease)
- $305,393,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $628,042 | $0 |
| Morningstar | NONE | $103,966 | not reported in the loaded dataset |