2023 Form 5500 filing — Bosselman Employee 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 20240805131322NAL0001339713001) for Bosselman Employee Retirement Plan, reported by Bosselman Administrative Services, Inc. under EIN 27-1843513 and plan number 001. It reports 958 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805131322NAL0001339713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bosselman Administrative Services, Inc.
- EIN
- 27-1843513
- Plan number
- 001
- Location
- Grand Island, NE
- Participants
- 958
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,230,638
- Net assets (EOY)
- $13,230,638
- Employer contributions
- $384,940
- Participant contributions
- $1,134,064
- Total income / additions
- $3,269,319
- Benefits paid
- $1,086,659
- Administrative expenses
- $90,356
- Total expenses
- $1,242,543
- Net increase / (decrease)
- $2,026,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $51,694 | $0 |
| Usi Advisors Inc | ADVISORY | $38,944 | not reported in the loaded dataset |