Lasalle Bristol Lp Pension Plan — Form 5500 plan (Lasalle Bristol Lp)
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, Lasalle Bristol Lp Pension Plan is a benefit plan reported by Lasalle Bristol Lp under EIN 35-1499063 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $9,801,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lasalle Bristol Lp
- EIN
- 35-1499063
- Plan number
- 001
- Plan type
- 2
- Location
- Elkhart, IN
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $9,801,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241014141951NAL0015087811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,801,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,801,326
- Net assets (BOY)
- $10,225,314
Income & contributions
- Employer contributions
- $409,050
- Total contributions
- $409,050
- Total income / additions
- $1,045,072
Expenses & distributions
- Benefits paid
- $1,323,462
- Administrative expenses
- $145,598
- Total expenses
- $1,469,060
- Net increase / (decrease)
- -$423,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $37,226 | $0 | 2023 |
| Bank Of America | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $22,929 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | NONE | $10,872 | not reported in the loaded dataset | 2023 |
| First Bankers Trust Services | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lasalle Bristol Lp
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Elkhart, IN
- Empower Annuity Insurance Company — Schedule C compensation
- Bank Of America — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation
- First Bankers Trust Services — Schedule C compensation