2023 Form 5500 filing — Ba Holdings, Inc. Savings 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 20250613092725NAL0017750993001) for Ba Holdings, Inc. Savings Plan, reported by Ba Holdings, Inc. under EIN 33-0712701 and plan number 001. It reports 1,086 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613092725NAL0017750993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ba Holdings, Inc.
- EIN
- 33-0712701
- Plan number
- 001
- Location
- Riverside, CA
- Participants
- 1,086
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,849,364
- Net assets (EOY)
- $64,849,364
- Employer contributions
- $2,036,458
- Participant contributions
- $2,815,340
- Total income / additions
- $15,048,185
- Benefits paid
- $12,307,621
- Administrative expenses
- $80,652
- Total expenses
- $12,392,501
- Net increase / (decrease)
- $2,655,684
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $45,116 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $20,573 | not reported in the loaded dataset |
| Marsh And Mclennan Companies, | NONE | $11,813 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |