Bradley Corporation Pension Plan — Form 5500 plan (Bradley Company, 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, Bradley Corporation Pension Plan is a benefit plan reported by Bradley Company, LLC under EIN 39-0178880 and plan number 001. The latest loaded filing year is 2023. The filing reports 732 participants and $74,973,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bradley Company, LLC
- EIN
- 39-0178880
- Plan number
- 001
- Plan type
- 2
- Location
- Menomonee Falls, WI
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $74,973,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H, C | 20241011133407NAL0021948833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,973,996
- Total liabilities (EOY)
- $366,843
- Net assets (EOY)
- $74,607,153
- Net assets (BOY)
- $62,312,543
Income & contributions
- Employer contributions
- $13,600,000
- Total contributions
- $13,600,000
- Total income / additions
- $17,808,220
Expenses & distributions
- Benefits paid
- $4,179,313
- Administrative expenses
- $1,334,297
- Total expenses
- $5,513,610
- Net increase / (decrease)
- $12,294,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $420,646 | not reported in the loaded dataset | 2023 |
| Robert W. Baird | NONE | $108,443 | not reported in the loaded dataset | 2023 |
| Madison Investments | NONE | $98,884 | not reported in the loaded dataset | 2023 |
| Littler Mendelson P.C. | NONE | $49,895 | not reported in the loaded dataset | 2023 |
| Bmo Bank N.A. | NONE | $40,651 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $33,890 | not reported in the loaded dataset | 2023 |
| Fiduciary Management | NONE | $33,385 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bradley Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Menomonee Falls, WI
- Willis Towers Watson Us LLC — Schedule C compensation
- Robert W. Baird — Schedule C compensation
- Madison Investments — Schedule C compensation
- Littler Mendelson P.C. — Schedule C compensation
- Bmo Bank N.A. — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Fiduciary Management — Schedule C compensation