2023 Form 5500 filing — Brookshire'S Employee Stock Ownership And 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 20250822110956NAL0002512323001) for Brookshire'S Employee Stock Ownership And 401(K) Plan, reported by Brookshire Holdings, Inc. under EIN 75-2894614 and plan number 001. It reports 16,802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250822110956NAL0002512323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brookshire Holdings, Inc.
- EIN
- 75-2894614
- Plan number
- 001
- Location
- Tyler, TX
- Participants
- 16,802
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $370,807,564
- Total liabilities (EOY)
- $3,972,311
- Net assets (EOY)
- $366,835,253
- Employer contributions
- $6,824,896
- Participant contributions
- $18,780,507
- Total income / additions
- $72,055,401
- Benefits paid
- $48,180,798
- Administrative expenses
- $1,160,327
- Total expenses
- $49,404,433
- Net increase / (decrease)
- $22,650,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $996,154 | $22,685 |
| Heritage Institutional | CONSULTANT | $0 | $35,933 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT MANAGEMENT | $0 | $30,000 |
| Rsm Us Llp | ACCOUNTANT | $0 | $30,000 |