Consolidated Ret Plan Of The Brwwco & Lawco — Form 5500 plan (Baton Rouge Water Works 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, Consolidated Ret Plan Of The Brwwco & Lawco is a benefit plan reported by Baton Rouge Water Works Company under EIN 72-0127240 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $39,639,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baton Rouge Water Works Company
- EIN
- 72-0127240
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $39,639,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241014165535NAL0045386352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,639,484
- Total liabilities (EOY)
- $13,413
- Net assets (EOY)
- $39,626,071
- Net assets (BOY)
- $35,704,238
Income & contributions
- Employer contributions
- $2,200,000
- Total contributions
- $2,200,000
- Total income / additions
- $6,754,777
Expenses & distributions
- Benefits paid
- $2,475,599
- Administrative expenses
- $357,345
- Total expenses
- $2,832,944
- Net increase / (decrease)
- $3,921,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | BROKERAGE | $175,179 | $0 | 2023 |
| Mercer | ACTUARY | $152,750 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE | $138,749 | not reported in the loaded dataset | 2023 |
| Hawthorn, Waymouth & Carroll, Llp | ACCOUNTANT | $11,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baton Rouge Water Works Company
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Merrill Lynch — Schedule C compensation
- Mercer — Schedule C compensation
- Bank Of America — Schedule C compensation
- Hawthorn, Waymouth & Carroll, Llp — Schedule C compensation