2023 Form 5500 filing — Bt U.S. Retirement Savings Plan 401(K)
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 20241014135437NAL0026336705001) for Bt U.S. Retirement Savings Plan 401(K), reported by Bt Americas Holdings Inc. under EIN 20-2458368 and plan number 002. It reports 2,518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135437NAL0026336705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bt Americas Holdings Inc.
- EIN
- 20-2458368
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 2,518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $645,026,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $645,026,083
- Employer contributions
- $4,293,497
- Participant contributions
- $11,224,244
- Total income / additions
- $115,429,991
- Benefits paid
- $73,004,008
- Administrative expenses
- $260,148
- Total expenses
- $73,319,951
- Net increase / (decrease)
- $42,110,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $179,552 | $0 |
| Nfp Retirement, Inc | NONE | $56,250 | not reported in the loaded dataset |
| Morningstar Investment Management, | NONE | $32,845 | not reported in the loaded dataset |