Bamsi 403(B) Retirement Plan — Form 5500 plan (Brockton Area Multi-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, Bamsi 403(B) Retirement Plan is a benefit plan reported by Brockton Area Multi-Services, Inc. under EIN 04-2562377 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,518 participants and $12,753,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brockton Area Multi-Services, Inc.
- EIN
- 04-2562377
- Plan number
- 001
- Plan type
- 2
- Location
- Brockton, MA
- Latest filing year
- 2023
- Participants
- 1,518
- End-of-year plan assets
- $12,753,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,518 | H, C | 20241202091705NAL0000749939001 |
| 2023 | 1,719 | H, C | 20241015132502NAL0029779793001 |
| 2023 | 1,839 | H, C | 20241015132333NAL0028562593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,052,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,052,712
- Net assets (BOY)
- $6,814,313
Income & contributions
- Employer contributions
- $366,490
- Participant contributions
- $1,381,729
- Total contributions
- $2,121,793
- Total income / additions
- $3,251,592
Expenses & distributions
- Benefits paid
- $938,280
- Administrative expenses
- $74,913
- Total expenses
- $1,013,193
- Net increase / (decrease)
- $2,238,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,027 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $62,638 | $0 | 2023 |
| Lpl Financial LLC- Rpce | INVESTMENT ADVISORY | $0 | $31,723 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,643 | $0 | 2023 |
| Lpl Financial LLC- Rpce | INVESTMENT ADVISORY | $0 | $12,683 | 2023 |