Bluestone Management Services, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bluestone Management Services, LLC (EIN 46-2486806) is a plan sponsor located in Stillwater, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-2486806
Location
Stillwater, MN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,208,246
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,208,246

Contributions & income

Employer contributions
$1,156,981
Participant contributions
$2,123,156
Total income / additions
$6,655,622

Expenses & distributions

Benefits paid / distributions
$1,816,130
Total expenses
$1,878,878
Net increase / (decrease)
$4,776,744

Coverage

Total reported participants
1,019
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Bluestone Management Services, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bluestone Physician Services 401(K) Plan001528$21,208,2462023
Bluestone Management Services, LLC Cafeteria Plan501491not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bluestone Management Services, LLC
YearPlanParticipantsSchedulesFiling
2023Bluestone Physician Services 401(K) Plan528H, C20240829085947NAL0013335457001
2023Bluestone Management Services, LLC Cafeteria Plan49120241114115140NAL0011238195001

Related Form 5500 pages