2023 Form 5500 filing — Brandt Information Services Retirement 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 20241015103817NAL0055611986001) for Brandt Information Services Retirement Plan, reported by Brandt Information Services, LLC under EIN 59-2800373 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103817NAL0055611986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brandt Information Services, LLC
- EIN
- 59-2800373
- Plan number
- 001
- Location
- Tallahassee, FL
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,884,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,884,066
- Employer contributions
- $132,560
- Participant contributions
- $1,307,316
- Total income / additions
- $3,233,373
- Benefits paid
- $383,620
- Administrative expenses
- $75,048
- Total expenses
- $458,668
- Net increase / (decrease)
- $2,774,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynce Pierce Fenner & Smith | INVESTMENT ADVISOR | $29,874 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,699 | $0 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $9,259 | $6,370 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,536 | not reported in the loaded dataset |