2023 Form 5500 filing — Lasalle Bristol Lp Pension 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 20241014141951NAL0015087811001) for Lasalle Bristol Lp Pension Plan, reported by Lasalle Bristol Lp under EIN 35-1499063 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141951NAL0015087811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lasalle Bristol Lp
- EIN
- 35-1499063
- Plan number
- 001
- Location
- Elkhart, IN
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,801,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,801,326
- Employer contributions
- $409,050
- Total income / additions
- $1,045,072
- Benefits paid
- $1,323,462
- Administrative expenses
- $145,598
- Total expenses
- $1,469,060
- Net increase / (decrease)
- -$423,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $37,226 | $0 |
| Bank Of America | NONE | $30,000 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $22,929 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | NONE | $10,872 | not reported in the loaded dataset |
| First Bankers Trust Services | NONE | $7,000 | not reported in the loaded dataset |