2023 Form 5500 filing — Belfor Group 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 20241014152951NAL0013538883002) for Belfor Group 401(K) Plan, reported by Belfor Usa Group, Inc. under EIN 84-1309171 and plan number 001. It reports 2,627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152951NAL0013538883002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belfor Usa Group, Inc.
- EIN
- 84-1309171
- Plan number
- 001
- Location
- Birmingham, MI
- Participants
- 2,627
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,108,871
- Net assets (EOY)
- $144,108,871
- Employer contributions
- $3,282,086
- Participant contributions
- $8,556,569
- Total income / additions
- $36,078,295
- Benefits paid
- $14,159,071
- Administrative expenses
- $194,599
- Total expenses
- $14,361,581
- Net increase / (decrease)
- $21,716,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $166,118 | $0 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Jack M Schultz, Pc | LEGAL | $8,481 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |