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, Burlington Northern Santa Fe Investment And Retirement Plan is a benefit plan reported by Burlington Northern Santa Fe, LLC under EIN 27-1754839 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,961 participants and $2,282,763,757 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,282,763,757
- Total liabilities (EOY)
- $135,629
- Net assets (EOY)
- $2,282,628,128
- Net assets (BOY)
- $1,978,006,281
Income & contributions
- Employer contributions
- $49,921,968
- Participant contributions
- $61,175,014
- Total contributions
- $113,284,433
- Total income / additions
- $449,252,440
Expenses & distributions
- Benefits paid
- $146,563,646
- Administrative expenses
- $18,772
- Total expenses
- $146,673,848
- Net increase / (decrease)
- $302,578,592