Blueprints Retirement Plan — Form 5500 plan (Blueprints)
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, Blueprints Retirement Plan is a benefit plan reported by Blueprints under EIN 25-1153028 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $8,607,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blueprints
- EIN
- 25-1153028
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, PA
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $8,607,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20241014131514NAL0027364305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,607,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,607,331
- Net assets (BOY)
- $7,646,453
Income & contributions
- Employer contributions
- $310,067
- Participant contributions
- $456,353
- Total contributions
- $816,342
- Total income / additions
- $1,996,020
Expenses & distributions
- Benefits paid
- $1,003,877
- Administrative expenses
- $31,265
- Total expenses
- $1,035,142
- Net increase / (decrease)
- $960,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $10,194 | $18,176 | 2023 |
| Carnegie Capital Asset Mgt | NONE | $21,911 | not reported in the loaded dataset | 2023 |