Bcd Travel Usa LLC Profit Sharing Retirement Plan — Form 5500 plan (Bcd Travel Usa 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, Bcd Travel Usa LLC Profit Sharing Retirement Plan is a benefit plan reported by Bcd Travel Usa LLC under EIN 58-2308827 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,366 participants and $409,471,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bcd Travel Usa LLC
- EIN
- 58-2308827
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 5,366
- End-of-year plan assets
- $409,471,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,366 | H, C | 20241010125239NAL0020101025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $409,471,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $409,471,501
- Net assets (BOY)
- $333,333,575
Income & contributions
- Employer contributions
- $4,806,452
- Participant contributions
- $20,304,655
- Total contributions
- $28,322,086
- Total income / additions
- $100,555,002
Expenses & distributions
- Benefits paid
- $24,723,053
- Administrative expenses
- -$345,185
- Total expenses
- $24,417,076
- Net increase / (decrease)
- $76,137,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $40,966 | not reported in the loaded dataset | 2023 |
| Lockton Retirement Services | ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Windham Brannon | ACCOUNTANT | $21,000 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$441,926 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bcd Travel Usa LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Strategic Advisors, Inc. — Schedule C compensation
- Lockton Retirement Services — Schedule C compensation
- Windham Brannon — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation