Brakebush Brothers, Inc. Welfare Benefits Trust — Form 5500 plan (Brakebush Brothers, 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, Brakebush Brothers, Inc. Welfare Benefits Trust is a benefit plan reported by Brakebush Brothers, Inc. under EIN 39-1018863 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,824 participants and $1,821,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brakebush Brothers, Inc.
- EIN
- 39-1018863
- Plan number
- 501
- Plan type
- 2
- Location
- Westfield, WI
- Latest filing year
- 2023
- Participants
- 1,824
- End-of-year plan assets
- $1,821,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,824 | H, C | 20241015092503NAL0029126641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,821,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,821,401
- Net assets (BOY)
- $3,973,425
Income & contributions
- Employer contributions
- $11,886,163
- Participant contributions
- $3,505,583
- Total contributions
- $15,391,746
- Total income / additions
- $15,436,763
Expenses & distributions
- Benefits paid
- $16,744,913
- Administrative expenses
- $843,874
- Total expenses
- $17,588,787
- Net increase / (decrease)
- -$2,152,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allegiance Benefit Plan Management | NONE | $358,978 | $2,921 | 2023 |
| Delta Dental Of Wisconsin | NONE | $66,087 | $0 | 2023 |
| Allegiance Benefit Plan Management | NONE | $47,706 | $0 | 2023 |
| National Cooperativerx | NONE | $0 | $22,798 | 2023 |
| Bmo Wealth Management | NONE | $8,577 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brakebush Brothers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Westfield, WI
- Allegiance Benefit Plan Management — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- National Cooperativerx — Schedule C compensation
- Bmo Wealth Management — Schedule C compensation