Bhp Minerals Usa Retirement Savings Plan — Form 5500 plan (Bhp Minerals Service Company)
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, Bhp Minerals Usa Retirement Savings Plan is a benefit plan reported by Bhp Minerals Service Company under EIN 94-3062380 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $94,401,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bhp Minerals Service Company
- EIN
- 94-3062380
- Plan number
- 001
- Plan type
- 2
- Location
- Tuscon, AZ
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $94,401,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20250227073138NAL0000909731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,401,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,401,499
- Net assets (BOY)
- $82,271,186
Income & contributions
- Employer contributions
- $5,468,021
- Participant contributions
- $3,220,794
- Total contributions
- $9,669,272
- Total income / additions
- $24,097,631
Expenses & distributions
- Benefits paid
- $11,863,475
- Administrative expenses
- $103,843
- Total expenses
- $11,967,318
- Net increase / (decrease)
- $12,130,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $57,216 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $28,440 | $0 | 2023 |
| Aon Investments | NONE | $18,988 | not reported in the loaded dataset | 2023 |