Breezeline 401(K) Plan — Form 5500 plan (Cogeco Us Finance, 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, Breezeline 401(K) Plan is a benefit plan reported by Cogeco Us Finance, LLC under EIN 20-0226936 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,947 participants and $87,632,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cogeco Us Finance, LLC
EIN
20-0226936
Plan number
001
Plan type
2
Location
Quincy, MA
Latest filing year
2023
Participants
1,947
End-of-year plan assets
$87,632,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,947H, C20241011090646NAL0022460081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,632,833
Total liabilities (EOY)
$0
Net assets (EOY)
$87,632,833
Net assets (BOY)
$73,461,952

Income & contributions

Employer contributions
$1,945,766
Participant contributions
$6,502,811
Total contributions
$9,192,534
Total income / additions
$21,187,140

Expenses & distributions

Benefits paid
$6,748,086
Administrative expenses
$258,723
Total expenses
$7,016,259
Net increase / (decrease)
$14,170,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationRECORDKEEPER$258,728$02023

Related Form 5500 pages