Baxter Auto Group 401(K) Plan — Form 5500 plan (Baxter Shared Services, 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, Baxter Auto Group 401(K) Plan is a benefit plan reported by Baxter Shared Services, LLC under EIN 47-0778355 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,349 participants and $53,277,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baxter Shared Services, LLC
- EIN
- 47-0778355
- Plan number
- 002
- Plan type
- 3
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 1,349
- End-of-year plan assets
- $53,277,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,349 | H, C | 20241004165526NAL0006863795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,277,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,277,678
- Net assets (BOY)
- $49,537,114
Income & contributions
- Employer contributions
- $8,490
- Participant contributions
- $5,382,731
- Total contributions
- $5,652,125
- Total income / additions
- $13,732,429
Expenses & distributions
- Benefits paid
- $9,534,322
- Administrative expenses
- $241,115
- Total expenses
- $9,991,865
- Net increase / (decrease)
- $3,740,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $123,066 | $0 | 2023 |
| Benefit Plans, Inc. | TPA | $73,161 | $0 | 2023 |
| Gallagher Fiduciary Advisors | ADVISOR | $31,667 | not reported in the loaded dataset | 2023 |
| Lutz & Company | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $650 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baxter Shared Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- John Hancock Life Insurance Company — Schedule C compensation
- Benefit Plans, Inc. — Schedule C compensation
- Gallagher Fiduciary Advisors — Schedule C compensation
- Lutz & Company — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation