2023 Form 5500 filing — Brightway Insurance 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 20250319092836NAL0004883409001) for Brightway Insurance 401(K) Plan, reported by Brightway Insurance, LLC under EIN 76-0738082 and plan number 001. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319092836NAL0004883409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brightway Insurance, LLC
- EIN
- 76-0738082
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,296,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,296,847
- Employer contributions
- $210,422
- Participant contributions
- $434,150
- Total income / additions
- $991,826
- Benefits paid
- $876,855
- Administrative expenses
- $23,878
- Total expenses
- $900,733
- Net increase / (decrease)
- $91,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $23,878 | $0 |
| American Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Wells Fargo Funds Trust | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Principal Fund | NONE | $0 | $0 |
| Great Gray Trp Fund | NONE | $0 | $0 |
| Wilmington Trust Europac | NONE | $0 | $0 |