2023 Form 5500 filing — Belcan Retirement Savings 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 20241012164208NAL0024757841001) for Belcan Retirement Savings Plan, reported by Belcan, LLC under EIN 31-1312684 and plan number 001. It reports 6,314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012164208NAL0024757841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belcan, LLC
- EIN
- 31-1312684
- Plan number
- 001
- Location
- Blue Ash, OH
- Participants
- 6,314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $275,041,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $275,041,205
- Employer contributions
- $6,940,808
- Participant contributions
- $22,781,249
- Total income / additions
- $72,544,309
- Benefits paid
- $29,803,681
- Administrative expenses
- $789,744
- Total expenses
- $30,622,900
- Net increase / (decrease)
- $41,921,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $565,827 | $0 |
| Price Waterhouse Coopers | ACCOUNTANT | $85,900 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | CONSULTANT | $71,250 | not reported in the loaded dataset |
| Keating, Muething & Klekamp Pll | OTHER | $44,481 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | CONSULTANT | $23,750 | not reported in the loaded dataset |