Burlington Northern Santa Fe Group Benefits Plan — Form 5500 plan (Burlington Northern Santa Fe, 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, Burlington Northern Santa Fe Group Benefits Plan is a benefit plan reported by Burlington Northern Santa Fe, LLC under EIN 27-1754839 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,283 participants and $16,777,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burlington Northern Santa Fe, LLC
- EIN
- 27-1754839
- Plan number
- 501
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 9,283
- End-of-year plan assets
- $16,777,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,283 | H, C | 20241009090005NAL0018934001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,777,728
- Total liabilities (EOY)
- $18,662,683
- Net assets (EOY)
- -$1,884,955
- Net assets (BOY)
- -$4,499,361
Income & contributions
- Employer contributions
- $97,547,672
- Participant contributions
- $28,014,181
- Total contributions
- $125,561,853
- Total income / additions
- $125,723,612
Expenses & distributions
- Benefits paid
- $118,142,528
- Administrative expenses
- $4,966,678
- Total expenses
- $123,109,206
- Net increase / (decrease)
- $2,614,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Illinois | NONE | $2,033,330 | $448 | 2023 |
| Alight Solutions | NONE | $1,062,054 | not reported in the loaded dataset | 2023 |
| Caremark | NONE | $486,937 | not reported in the loaded dataset | 2023 |
| Archimedes | NONE | $463,535 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $294,073 | $0 | 2023 |
| Metropolitan Life Insurance Company | NONE | $131,522 | not reported in the loaded dataset | 2023 |
| Access Hope | NONE | $125,723 | not reported in the loaded dataset | 2023 |
| Health Advocate | NONE | $118,849 | not reported in the loaded dataset | 2023 |
| Extend Health | NONE | $95,628 | not reported in the loaded dataset | 2023 |
| Teladoc | NONE | $76,077 | not reported in the loaded dataset | 2023 |
| Ace Solutions | NONE | $43,139 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $20,000 | $0 | 2023 |
| Health Equity | NONE | $9,763 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burlington Northern Santa Fe, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Bluecross Blueshield Of Illinois — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Caremark — Schedule C compensation
- Archimedes — Schedule C compensation
- Cigna — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Access Hope — Schedule C compensation
- Health Advocate — Schedule C compensation
- Extend Health — Schedule C compensation
- Teladoc — Schedule C compensation
- Ace Solutions — Schedule C compensation
- Northern Trust — Schedule C compensation
- Health Equity — Schedule C compensation