Burke Porter Group Retirement And Savings Plan — Form 5500 plan (Bpg Americas 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, Burke Porter Group Retirement And Savings Plan is a benefit plan reported by Bpg Americas Inc. under EIN 81-1920948 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,415 participants and $94,882,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bpg Americas Inc.
- EIN
- 81-1920948
- Plan number
- 003
- Plan type
- 2
- Location
- Shelby Township, MI
- Latest filing year
- 2023
- Participants
- 1,415
- End-of-year plan assets
- $94,882,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,415 | H, C | 20241014130501NAL0027344081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,882,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,882,169
- Net assets (BOY)
- $70,309,187
Income & contributions
- Employer contributions
- $2,846,664
- Participant contributions
- $8,985,904
- Total contributions
- $17,651,112
- Total income / additions
- $31,055,463
Expenses & distributions
- Benefits paid
- $6,210,800
- Administrative expenses
- $262,111
- Total expenses
- $6,482,481
- Net increase / (decrease)
- $24,572,982
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $262,111 | $0 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $111,819 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bpg Americas Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Shelby Township, MI
- Principal Life Insurance Company — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation