2023 Form 5500 filing — Brighthouse Services, LLC Savings Plan And Trust
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 20240813124105NAL0010428481001) for Brighthouse Services, LLC Savings Plan And Trust, reported by Brighthouse Services, LLC under EIN 81-3094008 and plan number 001. It reports 1,796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$263.2MReported net assets$263,195,098
Participants1.8K1,796
Provider compensation$19.1K3 Schedule C row(s)$19,061
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240813124105NAL0010428481001
- Plan sponsor
- Brighthouse Services, LLC
- EIN
- 81-3094008
- Plan number
- 001
- Location
- Charlotte, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$263.3M total assets
Net assets$263.2MLiabilities$108.3K
Full reported line items
- Total assets (EOY)
- $263,303,411
- Total liabilities (EOY)
- $108,313
- Net assets (EOY)
- $263,195,098
- Employer contributions
- $19,776,611
- Participant contributions
- $18,590,566
- Total income / additions
- $80,426,139
- Benefits paid
- $16,295,403
- Administrative expenses
- $20,163
- Total expenses
- $16,315,566
- Net increase / (decrease)
- $64,110,573
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $19,061 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |