Bosselman Energy Employees Retirement Plan — Form 5500 plan (Bosselman Energy, 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, Bosselman Energy Employees Retirement Plan is a benefit plan reported by Bosselman Energy, Inc. under EIN 47-0729205 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $12,623,939 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bosselman Energy, Inc.
EIN
47-0729205
Plan number
001
Plan type
2
Location
Grand Island, NE
Latest filing year
2023
Participants
224
End-of-year plan assets
$12,623,939

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20240813135326NAL0005816835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,623,939
Total liabilities (EOY)
$0
Net assets (EOY)
$12,623,939
Net assets (BOY)
$11,691,381

Income & contributions

Employer contributions
$311,524
Participant contributions
$908,748
Total contributions
$1,224,541
Total income / additions
$2,934,765

Expenses & distributions

Benefits paid
$1,952,005
Administrative expenses
$50,202
Total expenses
$2,002,207
Net increase / (decrease)
$932,558

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$51,963$02023
Usi Advisors IncINVESTMENT ADVISOR$23,488not reported in the loaded dataset2023

Related Form 5500 pages