Burns & Mcdonnell, Inc. Employee Stock Ownership Plan — Form 5500 plan (Burns & Mcdonnell, 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, Burns & Mcdonnell, Inc. Employee Stock Ownership Plan is a benefit plan reported by Burns & Mcdonnell, Inc under EIN 43-1393692 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,224 participants and $4,708,605,759 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burns & Mcdonnell, Inc
EIN
43-1393692
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
11,224
End-of-year plan assets
$4,708,605,759

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,224H, C20240926085212NAL0000255331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,708,605,759
Total liabilities (EOY)
$0
Net assets (EOY)
$4,708,605,759
Net assets (BOY)
$3,951,516,133

Income & contributions

Employer contributions
$207,000,000
Total contributions
$207,000,000
Total income / additions
$1,047,738,146

Expenses & distributions

Benefits paid
$288,593,987
Administrative expenses
$650,920
Total expenses
$289,244,907
Net increase / (decrease)
$758,493,239

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commerce BankCUSTODIAN$544,274not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$106,333$02023

Related Form 5500 pages