Brookshire Brothers Ksop — Form 5500 plan (Brookshire Brothers, 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, Brookshire Brothers Ksop is a benefit plan reported by Brookshire Brothers, Inc. under EIN 75-2692839 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,372 participants and $147,867,107 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brookshire Brothers, Inc.
EIN
75-2692839
Plan number
002
Plan type
2
Location
Lufkin, TX
Latest filing year
2023
Participants
5,372
End-of-year plan assets
$147,867,107

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,372H, C20250212125302NAL0020504993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$147,867,107
Total liabilities (EOY)
$1,899
Net assets (EOY)
$147,865,208
Net assets (BOY)
$166,656,851

Income & contributions

Participant contributions
$2,644,635
Total contributions
$7,978,125
Total income / additions
-$4,058,709

Expenses & distributions

Benefits paid
$14,143,629
Administrative expenses
$312,676
Total expenses
$14,732,934
Net increase / (decrease)
-$18,791,643

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$241,338$02023
Sanctuary Advisors, LLCINVESTMENT ADVISORY$71,242$262023

Related Form 5500 pages