2023 Form 5500 filing — B.L. Harbert International, L.L.C. 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 20241014075150NAL0052730066001) for B.L. Harbert International, L.L.C. Retirement Plan, reported by B.L. Harbert International, L.L.C. under EIN 63-1232416 and plan number 001. It reports 1,263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$93.8MReported net assets$93,835,888

Participants1.3K1,263

Provider compensation$247.4K2 Schedule C row(s)$247,442

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014075150NAL0052730066001
Plan sponsor: B.L. Harbert International, L.L.C.
EIN: 63-1232416
Plan number: 001
Location: Birmingham, AL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$93.8M total assets

Net assets$93.8MLiabilities$0

Money in vs. money out

Total income / additions$24.7M

Total expenses$8.6M

Benefits paid / distributions$8.4M

Contributions

Employer$2.2M

Participant$6.5M

Full reported line items

Total assets (EOY): $93,835,888
Total liabilities (EOY): $0
Net assets (EOY): $93,835,888
Employer contributions: $2,205,937
Participant contributions: $6,489,227
Total income / additions: $24,653,490
Benefits paid: $8,395,598
Administrative expenses: $164,561
Total expenses: $8,560,159
Net increase / (decrease): $16,093,331

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$164.6K
CONTRACT ADMINISTRATOR · Direct $164.6K · Indirect $0
2
Capfinancial Partners LLC$82.9K
INVESTMENT ADVISORY · Direct $0 · Indirect $82.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014075150NAL0052730066001 cover?: It is the 2023 Form 5500 filing for B.L. Harbert International, L.L.C. Retirement Plan, reported by B.L. Harbert International, L.L.C. (EIN 63-1232416).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).