2023 Form 5500 filing — Brownstein Hyatt Farber Schreck 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 20240812162520NAL0009677041001) for Brownstein Hyatt Farber Schreck Retirement Plan, reported by Brownstein Hyatt Farber Schreck, Llp under EIN 26-1367865 and plan number 001. It reports 851 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812162520NAL0009677041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brownstein Hyatt Farber Schreck, Llp
- EIN
- 26-1367865
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 851
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $229,813,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $229,813,327
- Employer contributions
- $2,776,149
- Participant contributions
- $8,655,743
- Total income / additions
- $49,242,693
- Benefits paid
- $20,832,126
- Administrative expenses
- $153,200
- Total expenses
- $20,985,326
- Net increase / (decrease)
- $28,257,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $83,106 | $0 |
| Innovest Portfolio Solutions LLC | NONE | $56,759 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE | $21,500 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Svcs | NONE | $20,283 | not reported in the loaded dataset |