Bunzl Usa, LLC Retirement Plan — Form 5500 plan (Bunzl Usa, LLC)
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, Bunzl Usa, LLC Retirement Plan is a benefit plan reported by Bunzl Usa, LLC under EIN 13-1884179 and plan number 003. The latest loaded filing year is 2023. The filing reports 720 participants and $110,601,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bunzl Usa, LLC
- EIN
- 13-1884179
- Plan number
- 003
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 720
- End-of-year plan assets
- $110,601,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 720 | H, C | 20241012103606NAL0046537138001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,601,675
- Total liabilities (EOY)
- $44,069
- Net assets (EOY)
- $110,557,606
- Net assets (BOY)
- $111,734,466
Income & contributions
- Total contributions
- $0
- Total income / additions
- $12,325,085
Expenses & distributions
- Benefits paid
- $12,525,240
- Administrative expenses
- $976,705
- Total expenses
- $13,501,945
- Net increase / (decrease)
- -$1,176,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Callan Holdings Inc. | NONE | $135,415 | not reported in the loaded dataset | 2023 |
| Brandes Investment Partners, L.P. | NONE | $72,509 | $0 | 2023 |
| Invesco Advisers, Inc. | NONE | $60,895 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $60,598 | $0 | 2023 |
| Income Research + Management | NONE | $59,453 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $37,295 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bunzl Usa, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Callan Holdings Inc. — Schedule C compensation
- Brandes Investment Partners, L.P. — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Income Research + Management — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation