Burgess & Niple Employee Benefit Plan — Form 5500 plan (Burgess & Niple Inc.)
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, Burgess & Niple Employee Benefit Plan is a benefit plan reported by Burgess & Niple Inc. under EIN 31-0885550 and plan number 501. The latest loaded filing year is 2023. The filing reports 335 participants and $1,687,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burgess & Niple Inc.
- EIN
- 31-0885550
- Plan number
- 501
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $1,687,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20241014143850NAL0026433393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,687,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,687,641
- Net assets (BOY)
- $2,153,418
Income & contributions
- Employer contributions
- $4,629,247
- Participant contributions
- $1,158,721
- Total contributions
- $5,787,968
- Total income / additions
- $5,962,638
Expenses & distributions
- Benefits paid
- $6,269,943
- Administrative expenses
- $158,472
- Total expenses
- $6,428,415
- Net increase / (decrease)
- -$465,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $138,328 | $0 | 2023 |
| Gbq Partners | NONE | $13,550 | $0 | 2023 |