2023 Form 5500 filing — Beneficial Employees Security Trust Of Utah
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 20250515234253NAL0013733363001) for Beneficial Employees Security Trust Of Utah, reported by Best Of Utah under EIN 95-6769105 and plan number 504. It reports 27,078 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)-$99.7KReported net assets-$99,704
Participants27.1K27,078
Provider compensation$15.5K1 Schedule C row(s)$15,471
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250515234253NAL0013733363001
- Plan sponsor
- Best Of Utah
- EIN
- 95-6769105
- Plan number
- 504
- Location
- Corona Del Mar, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.2M total assets
Net assets-$99.7KLiabilities$1.3M
Full reported line items
- Total assets (EOY)
- $1,157,740
- Total liabilities (EOY)
- $1,257,444
- Net assets (EOY)
- -$99,704
- Employer contributions
- $9,329,258
- Total income / additions
- $9,330,632
- Benefits paid
- $9,329,258
- Administrative expenses
- $15,495
- Total expenses
- $9,344,753
- Net increase / (decrease)
- -$14,121
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Pun Group, Llp | not reported in the loaded dataset | $15,471 | not reported in the loaded dataset |