Bronson & Bratton, Inc. Employees' Retirement Savings Plan — Form 5500 plan (Bronson & Bratton, 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, Bronson & Bratton, Inc. Employees' Retirement Savings Plan is a benefit plan reported by Bronson & Bratton, Inc. under EIN 36-2722700 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $17,525,968 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bronson & Bratton, Inc.
EIN
36-2722700
Plan number
001
Plan type
2
Location
Burr Ridge, IL
Latest filing year
2023
Participants
116
End-of-year plan assets
$17,525,968

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116H, C20240910110858NAL0006774625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,525,968
Total liabilities (EOY)
$5,725
Net assets (EOY)
$17,520,243
Net assets (BOY)
$15,492,073

Income & contributions

Employer contributions
$116,348
Participant contributions
$511,830
Total contributions
$628,178
Total income / additions
$3,518,414

Expenses & distributions

Benefits paid
$1,443,023
Administrative expenses
$47,221
Total expenses
$1,490,244
Net increase / (decrease)
$2,028,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wintrust InvestmentsNONE$28,000not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$20,596$02023

Related Form 5500 pages