Brighthouse Services, LLC Savings Plan And Trust — Form 5500 plan (Brighthouse 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, Brighthouse Services, LLC Savings Plan And Trust is a benefit plan reported by Brighthouse Services, LLC under EIN 81-3094008 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,796 participants and $263,303,411 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$263.2MPlan net assets, end of year$263,195,098
Participants1.8KCovered participants reported1,796
Assets / participant$146.6KComputed: assets ÷ participants$146,605 (computed)
Provider compensation$19.1K3 Schedule C provider row(s)$19,061
- Plan sponsor
- Brighthouse Services, LLC
- EIN
- 81-3094008
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,796 | H, C | 20240813124105NAL0010428481001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$263.3M total assets
Net assets$263.2MLiabilities$108.3K
Full reported line items
Net assets
- Total assets (EOY)
- $263,303,411
- Total liabilities (EOY)
- $108,313
- Net assets (EOY)
- $263,195,098
- Net assets (BOY)
- $199,084,525
Income & contributions
- Employer contributions
- $19,776,611
- Participant contributions
- $18,590,566
- Total contributions
- $40,992,321
- Total income / additions
- $80,426,139
Expenses & distributions
- Benefits paid
- $16,295,403
- Administrative expenses
- $20,163
- Total expenses
- $16,315,566
- Net increase / (decrease)
- $64,110,573
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
52%48%
Employer 52%Participant 48%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $19,061 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |