Bluestem 401(K) Retirement Savings Plan — Form 5500 plan (Blst Operating 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, Bluestem 401(K) Retirement Savings Plan is a benefit plan reported by Blst Operating Company, LLC under EIN 85-1387944 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,569 participants and $200,553,709 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blst Operating Company, LLC
EIN
85-1387944
Plan number
001
Plan type
2
Location
Eden Prairie, MN
Latest filing year
2023
Participants
2,569
End-of-year plan assets
$200,553,709

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,569H, C20240927120829NAL0004206994001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$200,553,709
Total liabilities (EOY)
$0
Net assets (EOY)
$200,553,709
Net assets (BOY)
$195,044,299

Income & contributions

Employer contributions
$2,246,210
Participant contributions
$5,439,048
Total contributions
$9,136,551
Total income / additions
$41,259,635

Expenses & distributions

Benefits paid
$35,598,182
Administrative expenses
$150,884
Total expenses
$35,750,225
Net increase / (decrease)
$5,509,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$80,884$02023
Morgan StanleyINVESTMENT ADVISOR$70,000not reported in the loaded dataset2023

Related Form 5500 pages