2023 Form 5500 filing — Bluebird Bio, Inc. 401(K) 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 20240812110054NAL0009411841001) for Bluebird Bio, Inc. 401(K) Plan, reported by Bluebird Bio, Inc. under EIN 13-3680878 and plan number 001. It reports 878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812110054NAL0009411841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bluebird Bio, Inc.
- EIN
- 13-3680878
- Plan number
- 001
- Location
- Somerville, MA
- Participants
- 878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,801,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,801,544
- Employer contributions
- $2,765,231
- Participant contributions
- $6,117,872
- Total income / additions
- $24,527,497
- Benefits paid
- $9,341,358
- Administrative expenses
- $119,511
- Total expenses
- $9,473,632
- Net increase / (decrease)
- $15,053,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $59,349 | $0 |
| Rbc Wealth Management | ADVISOR | $54,622 | not reported in the loaded dataset |
| Sentinel Pension Advisors Inc | ADVISOR | $5,540 | not reported in the loaded dataset |