Bruno Independent Living Aids, Inc. 401(K) Plan And Trust — Form 5500 plan (Bruno Independent Living Aids, 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, Bruno Independent Living Aids, Inc. 401(K) Plan And Trust is a benefit plan reported by Bruno Independent Living Aids, Inc. under EIN 35-1583691 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $33,749,812 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bruno Independent Living Aids, Inc.
EIN
35-1583691
Plan number
001
Plan type
2
Location
Oconomowoc, WI
Latest filing year
2023
Participants
449
End-of-year plan assets
$33,749,812

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023449H, C20240822093943NAL0008740368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,749,812
Total liabilities (EOY)
$0
Net assets (EOY)
$33,749,812
Net assets (BOY)
$28,538,334

Income & contributions

Employer contributions
$547,516
Participant contributions
$2,313,650
Total contributions
$2,952,580
Total income / additions
$6,564,107

Expenses & distributions

Benefits paid
$1,206,454
Administrative expenses
$146,175
Total expenses
$1,352,629
Net increase / (decrease)
$5,211,478

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERIVCE PROVIDER$100,723$02023
Ubs Financial Services, Inc.CONSULTING FEES$45,452not reported in the loaded dataset2023

Related Form 5500 pages