2023 Form 5500 filing — Bruno Independent Living Aids, Inc. 401(K) 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 20240822093943NAL0008740368001) for Bruno Independent Living Aids, Inc. 401(K) Plan And Trust, reported by Bruno Independent Living Aids, Inc. under EIN 35-1583691 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822093943NAL0008740368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bruno Independent Living Aids, Inc.
- EIN
- 35-1583691
- Plan number
- 001
- Location
- Oconomowoc, WI
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,749,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,749,812
- Employer contributions
- $547,516
- Participant contributions
- $2,313,650
- Total income / additions
- $6,564,107
- Benefits paid
- $1,206,454
- Administrative expenses
- $146,175
- Total expenses
- $1,352,629
- Net increase / (decrease)
- $5,211,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERIVCE PROVIDER | $100,723 | $0 |
| Ubs Financial Services, Inc. | CONSULTING FEES | $45,452 | not reported in the loaded dataset |