Plan5500

Aligned Equity Holdings 401(K) Plan — Form 5500 plan (Bip Aligned Equity Holdings 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, Aligned Equity Holdings 401(K) Plan is a benefit plan reported by Bip Aligned Equity Holdings LLC under EIN 87-1559419 and plan number 001. The latest loaded filing year is 2023. The filing reports 552 participants and $11,677,835 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bip Aligned Equity Holdings LLC
EIN
87-1559419
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
552
End-of-year plan assets
$11,677,835

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023552H, C20241223152737NAL0009454833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,677,835
Net assets (EOY)
$11,677,835
Net assets (BOY)
$5,142,675

Income & contributions

Employer contributions
$769,304
Participant contributions
$1,365,132
Total contributions
$2,888,012
Total income / additions
$4,476,748

Expenses & distributions

Benefits paid
$1,791,845
Administrative expenses
$72,643
Total expenses
$1,864,488
Net increase / (decrease)
$2,612,260

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$50,457$02023
Morningstar Investment ManagementCONTACT ADMIN ISTRATOR$22,186$20,3972023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages