Bmw Savings Plan — Form 5500 plan (Bmw Of North America, 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, Bmw Savings Plan is a benefit plan reported by Bmw Of North America, LLC under EIN 22-2139469 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,095 participants and $2,002,942,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bmw Of North America, LLC
- EIN
- 22-2139469
- Plan number
- 002
- Plan type
- 2
- Location
- Woodcliff Lake, NJ
- Latest filing year
- 2023
- Participants
- 14,095
- End-of-year plan assets
- $2,002,942,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,095 | H, C | 20241008090057NAL0033197634001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,002,942,053
- Total liabilities (EOY)
- $763,599
- Net assets (EOY)
- $2,002,178,454
- Net assets (BOY)
- $1,645,443,911
Income & contributions
- Employer contributions
- $88,279,403
- Participant contributions
- $78,974,615
- Total contributions
- $173,106,820
- Total income / additions
- $483,269,331
Expenses & distributions
- Benefits paid
- $123,905,754
- Administrative expenses
- $2,424,736
- Total expenses
- $126,534,788
- Net increase / (decrease)
- $356,734,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $669,304 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $660,439 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $134,750 | not reported in the loaded dataset | 2023 |
| Holland & Knight Llp | ATTORNEY/LEGAL | $107,812 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | ACTUARY | $35,000 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $16,706 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bmw Of North America, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Woodcliff Lake, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Holland & Knight Llp — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Crowe Llp — Schedule C compensation