2023 Form 5500 filing — Bl Companies 401(K) 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 20241014115509NAL0026085377001) for Bl Companies 401(K) Plan, reported by Bl Companies, Inc. under EIN 06-1182567 and plan number 001. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014115509NAL0026085377001
Filing year
2023
Form type
2
Plan sponsor
Bl Companies, Inc.
EIN
06-1182567
Plan number
001
Location
Meriden, CT
Participants
506
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$56,417,659
Total liabilities (EOY)
$0
Net assets (EOY)
$56,417,659
Employer contributions
$1,380,839
Participant contributions
$3,625,648
Total income / additions
$12,959,128
Benefits paid
$2,817,526
Administrative expenses
$4,613
Total expenses
$3,117,413
Net increase / (decrease)
$9,841,715
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Commonwealth Financial NetworkINVESTMENT ADVISORY$0$81,388
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$4,613$0
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages