Black & Veatch Retirement Program — Form 5500 plan (Black & Veatch Holding Company)
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, Black & Veatch Retirement Program is a benefit plan reported by Black & Veatch Holding Company under EIN 43-1603954 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,633 participants and $2,732,675,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Black & Veatch Holding Company
- EIN
- 43-1603954
- Plan number
- 002
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 9,633
- End-of-year plan assets
- $2,732,675,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,633 | H, C | 20240905142430NAL0035096784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,732,675,203
- Net assets (EOY)
- $2,732,675,203
- Net assets (BOY)
- $2,293,186,819
Income & contributions
- Employer contributions
- $110,936,116
- Participant contributions
- $86,215,491
- Total contributions
- $209,423,340
- Total income / additions
- $569,250,996
Expenses & distributions
- Benefits paid
- $128,127,211
- Administrative expenses
- $1,690,273
- Total expenses
- $129,908,231
- Net increase / (decrease)
- $439,342,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kwmg LLC | NONE | $626,966 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $473,288 | not reported in the loaded dataset | 2023 |
| Greatbanc Trust Company | NONE | $147,000 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $87,614 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC | NONE | $51,938 | not reported in the loaded dataset | 2023 |
| Pickett Chaney & Mcmullen Llp | NONE | $24,950 | not reported in the loaded dataset | 2023 |
| Glass Lakes Capital Management | NONE | $24,307 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $22,118 | not reported in the loaded dataset | 2023 |
| Steelpeak Wealth LLC | NONE | $21,125 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $20,880 | not reported in the loaded dataset | 2023 |
| Optima Capital Management LLC | NONE | $19,075 | not reported in the loaded dataset | 2023 |
| Dynamic Wealth Advisors | NONE | $17,601 | not reported in the loaded dataset | 2023 |
| Modera Wealth Management LLC | NONE | $16,945 | not reported in the loaded dataset | 2023 |
| Computershare Inc. | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Capital Mgmt Services Inc | NONE | $15,828 | not reported in the loaded dataset | 2023 |
| Rda Financial Network Inc | NONE | $15,592 | not reported in the loaded dataset | 2023 |
| Securian Financial Services In | NONE | $11,078 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments Ltd | NONE | $9,855 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | NONE | $7,878 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $7,651 | not reported in the loaded dataset | 2023 |
| Nations Financial Group Inc | NONE | $7,235 | not reported in the loaded dataset | 2023 |
| Howard Capital Management Inc | NONE | $7,205 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments Ll | NONE | $6,470 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Partners | NONE | $6,078 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $4,801 | $392 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Black & Veatch Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Overland Park, KS
- Kwmg LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Greatbanc Trust Company — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Pickett Chaney & Mcmullen Llp — Schedule C compensation
- Glass Lakes Capital Management — Schedule C compensation
- Morningstar Investment Service — Schedule C compensation
- Steelpeak Wealth LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Optima Capital Management LLC — Schedule C compensation
- Dynamic Wealth Advisors — Schedule C compensation
- Modera Wealth Management LLC — Schedule C compensation
- Computershare Inc. — Schedule C compensation
- Capital Mgmt Services Inc — Schedule C compensation
- Rda Financial Network Inc — Schedule C compensation
- Securian Financial Services In — Schedule C compensation
- Flexible Plan Investments Ltd — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Nations Financial Group Inc — Schedule C compensation
- Howard Capital Management Inc — Schedule C compensation
- Brinker Capital Investments Ll — Schedule C compensation
- Buckingham Strategic Partners — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation