2023 Form 5500 filing — Blackhawk Bank Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801074827NAL0015020307001) for Blackhawk Bank Retirement Plan, reported by First Mid Bancshares, Inc. under EIN 37-1103704 and plan number 004. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801074827NAL0015020307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Mid Bancshares, Inc.
- EIN
- 37-1103704
- Plan number
- 004
- Location
- Beloit, WI
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $684,828
- Participant contributions
- $1,517,625
- Total income / additions
- $6,014,063
- Benefits paid
- $4,317,121
- Administrative expenses
- $55,936
- Total expenses
- $4,373,057
- Net increase / (decrease)
- $1,641,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,522 | $0 |
| The Pension Specialists Ltd | CONTRACT ADMINISTRATOR | $0 | $20,867 |
| Us Retirement Plan Portfollio Adv | INVESTMENT ADVISORY | $19,284 | $23 |