Belcan Retirement Savings Plan — Form 5500 plan (Belcan, 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, Belcan Retirement Savings Plan is a benefit plan reported by Belcan, LLC under EIN 31-1312684 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,314 participants and $275,041,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belcan, LLC
- EIN
- 31-1312684
- Plan number
- 001
- Plan type
- 2
- Location
- Blue Ash, OH
- Latest filing year
- 2023
- Participants
- 6,314
- End-of-year plan assets
- $275,041,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,314 | H, C | 20241012164208NAL0024757841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $275,041,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $275,041,205
- Net assets (BOY)
- $233,119,796
Income & contributions
- Employer contributions
- $6,940,808
- Participant contributions
- $22,781,249
- Total contributions
- $32,089,218
- Total income / additions
- $72,544,309
Expenses & distributions
- Benefits paid
- $29,803,681
- Administrative expenses
- $789,744
- Total expenses
- $30,622,900
- Net increase / (decrease)
- $41,921,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $565,827 | $0 | 2023 |
| Price Waterhouse Coopers | ACCOUNTANT | $85,900 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | CONSULTANT | $71,250 | not reported in the loaded dataset | 2023 |
| Keating, Muething & Klekamp Pll | OTHER | $44,481 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | CONSULTANT | $23,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belcan, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Blue Ash, OH
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Price Waterhouse Coopers — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation
- Keating, Muething & Klekamp Pll — Schedule C compensation