Bt U.S. Retirement Savings Plan 401(K) — Form 5500 plan (Bt Americas Holdings 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, Bt U.S. Retirement Savings Plan 401(K) is a benefit plan reported by Bt Americas Holdings Inc. under EIN 20-2458368 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,518 participants and $645,026,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bt Americas Holdings Inc.
- EIN
- 20-2458368
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 2,518
- End-of-year plan assets
- $645,026,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,518 | H, C | 20241014135437NAL0026336705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $645,026,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $645,026,083
- Net assets (BOY)
- $602,916,043
Income & contributions
- Employer contributions
- $4,293,497
- Participant contributions
- $11,224,244
- Total contributions
- $15,761,196
- Total income / additions
- $115,429,991
Expenses & distributions
- Benefits paid
- $73,004,008
- Administrative expenses
- $260,148
- Total expenses
- $73,319,951
- Net increase / (decrease)
- $42,110,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $179,552 | $0 | 2023 |
| Nfp Retirement, Inc | NONE | $56,250 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management, | NONE | $32,845 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bt Americas Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Nfp Retirement, Inc — Schedule C compensation
- Morningstar Investment Management, — Schedule C compensation