Bremen, IN Form 5500 retirement and benefit plan filings
City Form 5500 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, Bremen, IN has 11 loaded benefit plan(s) reported by 4 plan sponsor(s), with $48,474,684 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $48,474,684
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $48,474,684
Contributions & income
- Employer contributions
- $1,239,240
- Participant contributions
- $2,567,155
- Total income / additions
- $9,682,176
Expenses & distributions
- Benefits paid / distributions
- $3,002,055
- Total expenses
- $3,264,745
- Net increase / (decrease)
- $6,417,431
Coverage
- Total reported participants
- 2,677
- Plans with financial statements
- 4
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bremen, IN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Universal Bearings LLC Profit Sharing Plan & Trust | Universal Bearings, LLC | $24,844,311 | 2023 |
| Digger 401(K) Plan & Trust | Digger Specialties, Inc. | $9,416,824 | 2023 |
| Indiana Carton Company, Inc. Office 401(K) Plan | Indiana Carton Company, Inc. | $7,659,094 | 2023 |
| Bci Solutions, Inc. 401(K) Plan | Bci Solutions, Inc. | $6,554,455 | 2023 |
| Bremen Castings, Inc. Group Insurance Plan | Bremen Castings, Inc. | not reported in the loaded dataset | 2023 |
| Universal Bearings LLC Employee Beneficiary Association Plan | Universal Bearings LLC | not reported in the loaded dataset | 2023 |
| Indiana Carton Company, Inc. Employees Benefit Plan | Indiana Carton Company, Inc. | not reported in the loaded dataset | 2023 |
| Indiana Carton Company, Inc. Life And Ad&D Plan | Indiana Carton Company, Inc. | not reported in the loaded dataset | 2023 |
| Indiana Carton Company, Inc Employee Assistance Program | Indiana Carton Company, Inc. | not reported in the loaded dataset | 2023 |
| Universal Bearings LLC Employee Beneficiary Association Plan | Universal Bearings LLC | not reported in the loaded dataset | 2023 |
| Digger Specialties, Inc. | Digger Specialties, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Bremen → · Bremen plans by participants → · Bremen plans with financial data → · Bremen plans with provider compensation → · $1B+ plans in Bremen →
Related Form 5500 pages
- All IN Form 5500 filings
- Universal Bearings LLC Profit Sharing Plan & Trust (plan 001)
- Universal Bearings, LLC — all reported plans
- Digger 401(K) Plan & Trust (plan 001)
- Digger Specialties, Inc. — all reported plans
- Indiana Carton Company, Inc. Office 401(K) Plan (plan 001)
- Indiana Carton Company, Inc. — all reported plans
- Bci Solutions, Inc. 401(K) Plan (plan 001)
- Bci Solutions, Inc. — all reported plans
- Bremen Castings, Inc. Group Insurance Plan (plan 501)
- Universal Bearings LLC Employee Beneficiary Association Plan (plan 502)
- Indiana Carton Company, Inc. Employees Benefit Plan (plan 501)
- Indiana Carton Company, Inc. Life And Ad&D Plan (plan 502)
- Indiana Carton Company, Inc Employee Assistance Program (plan 503)
- Universal Bearings LLC Employee Beneficiary Association Plan (plan 501)
- Digger Specialties, Inc. (plan 501)
- Methodology
- Data sources