2023 Form 5500 filing — Bunzl Usa, LLC 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 20241012103606NAL0046537138001) for Bunzl Usa, LLC Retirement Plan, reported by Bunzl Usa, LLC under EIN 13-1884179 and plan number 003. It reports 720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012103606NAL0046537138001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bunzl Usa, LLC
- EIN
- 13-1884179
- Plan number
- 003
- Location
- St. Louis, MO
- Participants
- 720
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,601,675
- Total liabilities (EOY)
- $44,069
- Net assets (EOY)
- $110,557,606
- Total income / additions
- $12,325,085
- Benefits paid
- $12,525,240
- Administrative expenses
- $976,705
- Total expenses
- $13,501,945
- Net increase / (decrease)
- -$1,176,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Callan Holdings Inc. | NONE | $135,415 | not reported in the loaded dataset |
| Brandes Investment Partners, L.P. | NONE | $72,509 | $0 |
| Invesco Advisers, Inc. | NONE | $60,895 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $60,598 | $0 |
| Income Research + Management | NONE | $59,453 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $37,295 | $0 |