Brannan Sand And Gravel Company Savings Plan — Form 5500 plan (Brannan Sand And Gravel Company, 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, Brannan Sand And Gravel Company Savings Plan is a benefit plan reported by Brannan Sand And Gravel Company, LLC under EIN 84-1263435 and plan number 003. The latest loaded filing year is 2023. The filing reports 624 participants and $37,450,234 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.5MPlan net assets, end of year$37,450,234
Participants624Covered participants reported
Assets / participant$60KComputed: assets ÷ participants$60,016 (computed)
Provider compensation$115.1K2 Schedule C provider row(s)$115,096
Plan sponsor
Brannan Sand And Gravel Company, LLC
EIN
84-1263435
Plan number
003
Plan type
2
Location
Denver, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023624H, C20241014173348NAL0013693619001
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)$37.5M total assets
Net assets$37.5MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$886.8K
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$37,450,234
Total liabilities (EOY)
$0
Net assets (EOY)
$37,450,234
Net assets (BOY)
$30,022,991

Income & contributions

Employer contributions
$886,780
Participant contributions
$2,135,133
Total contributions
$3,919,990
Total income / additions
$9,682,839

Expenses & distributions

Benefits paid
$2,159,972
Administrative expenses
$95,092
Total expenses
$2,255,596
Net increase / (decrease)
$7,427,243
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.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial Corporation RpcpNONE$76,732not reported in the loaded dataset2023
Stancorp Financial GroupNONE$38,364not reported in the loaded dataset2023

Related Form 5500 pages