Bhs Partnership 403b Pension Plan — Form 5500 plan (Bhs Management Services Inc.)
Plain-English plan 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, Bhs Partnership 403b Pension Plan is a benefit plan reported by Bhs Management Services Inc. under EIN 04-2442944 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,534 participants and $636,680,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bhs Management Services Inc.
- EIN
- 04-2442944
- Plan number
- 003
- Plan type
- 2
- Location
- Pittsfield, MA
- Latest filing year
- 2023
- Participants
- 5,534
- End-of-year plan assets
- $636,680,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,534 | H, C | 20241010093819NAL0009864163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $636,680,273
- Net assets (EOY)
- $636,680,273
- Net assets (BOY)
- $565,982,929
Income & contributions
- Employer contributions
- $12,818,804
- Participant contributions
- $29,243,711
- Total contributions
- $44,047,734
- Total income / additions
- $126,765,694
Expenses & distributions
- Benefits paid
- $54,393,413
- Administrative expenses
- $1,048,816
- Total expenses
- $56,068,350
- Net increase / (decrease)
- $70,697,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $520,627 | $0 | 2023 |
| Berkshire Money Management Inc | SECURITIES BROKER | $304,358 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $105,000 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $17,100 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory Se | SECURITIES BROKER | $6,047 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $4,382 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bhs Management Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Pittsfield, MA
- Transamerica Retirement Solutions — Schedule C compensation
- Berkshire Money Management Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Wealth Enhancement Advisory Se — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation