How many benefit plans does Baker & Taylor, LLC report on Form 5500?

Baker & Taylor, LLC (EIN 47-3179974) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Baker & Taylor, LLC?

The Employer Identification Number (EIN) reported for Baker & Taylor, LLC is 47-3179974.

What is the latest Form 5500 filing year for Baker & Taylor, LLC?

The latest loaded Form 5500 filing year for Baker & Taylor, LLC is 2023.

Baker & Taylor, 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, Baker & Taylor, LLC (EIN 47-3179974) is a plan sponsor located in Charlotte, NC 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: 47-3179974
Location: Charlotte, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $66,875,680
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $66,875,680

Contributions & income

Employer contributions: $1,309,316
Participant contributions: $2,630,913
Total income / additions: $14,906,774

Expenses & distributions

Benefits paid / distributions: $8,308,245
Total expenses: $8,376,870
Net increase / (decrease): $6,529,904

Coverage

Total reported participants: 2,549
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

Baker & Taylor, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Baker & Taylor Retirement Savings Plan	002	1,409	$66,875,680	2023
Baker & Taylor, LLC Employee Welfare Benefit Plan	501	1,140	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Baker & Taylor, LLC
Year	Plan	Participants	Schedules	Filing
2023	Baker & Taylor Retirement Savings Plan	1,409	H, C	20240910145158NAL0011842658001
2023	Baker & Taylor, LLC Employee Welfare Benefit Plan	1,140	—	20240926112737NAL0000578049001