2023 Form 5500 filing — Consolidated Ret Plan Of The Brwwco & Lawco
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 20241014165535NAL0045386352001) for Consolidated Ret Plan Of The Brwwco & Lawco, reported by Baton Rouge Water Works Company under EIN 72-0127240 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165535NAL0045386352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baton Rouge Water Works Company
- EIN
- 72-0127240
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,639,484
- Total liabilities (EOY)
- $13,413
- Net assets (EOY)
- $39,626,071
- Employer contributions
- $2,200,000
- Total income / additions
- $6,754,777
- Benefits paid
- $2,475,599
- Administrative expenses
- $357,345
- Total expenses
- $2,832,944
- Net increase / (decrease)
- $3,921,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | BROKERAGE | $175,179 | $0 |
| Mercer | ACTUARY | $152,750 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $138,749 | not reported in the loaded dataset |
| Hawthorn, Waymouth & Carroll, Llp | ACCOUNTANT | $11,950 | not reported in the loaded dataset |