Brownstein Hyatt Farber Schreck Retirement Plan — Form 5500 plan (Brownstein Hyatt Farber Schreck, Llp)

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, Brownstein Hyatt Farber Schreck Retirement Plan is a benefit plan reported by Brownstein Hyatt Farber Schreck, Llp under EIN 26-1367865 and plan number 001. The latest loaded filing year is 2023. The filing reports 851 participants and $229,813,327 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$229.8MPlan net assets, end of year$229,813,327
Participants851Covered participants reported
Assets / participant$270.1KComputed: assets ÷ participants$270,051 (computed)
Provider compensation$181.6K4 Schedule C provider row(s)$181,648
Plan sponsor
Brownstein Hyatt Farber Schreck, Llp
EIN
26-1367865
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023851H, C20240812162520NAL0009677041001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$229.8M total assets
Net assets$229.8MLiabilities$0
Money in vs. money out
Total income / additions$49.2M
Total expenses$21M
Benefits paid / distributions$20.8M
Contributions
Employer$2.8M
Participant$8.7M
Full reported line items

Net assets

Total assets (EOY)
$229,813,327
Total liabilities (EOY)
$0
Net assets (EOY)
$229,813,327
Net assets (BOY)
$201,555,960

Income & contributions

Employer contributions
$2,776,149
Participant contributions
$8,655,743
Total contributions
$13,237,792
Total income / additions
$49,242,693

Expenses & distributions

Benefits paid
$20,832,126
Administrative expenses
$153,200
Total expenses
$20,985,326
Net increase / (decrease)
$28,257,367
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$83,106$02023
Innovest Portfolio Solutions LLCNONE$56,759not reported in the loaded dataset2023
Plante & Moran PllcNONE$21,500not reported in the loaded dataset2023
Cbiz Benefits & Ins SvcsNONE$20,283not reported in the loaded dataset2023

Related Form 5500 pages