2023 Form 5500 filing — Black & Veatch Retirement Program
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 20240905142430NAL0035096784001) for Black & Veatch Retirement Program, reported by Black & Veatch Holding Company under EIN 43-1603954 and plan number 002. It reports 9,633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905142430NAL0035096784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Black & Veatch Holding Company
- EIN
- 43-1603954
- Plan number
- 002
- Location
- Overland Park, KS
- Participants
- 9,633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,732,675,203
- Net assets (EOY)
- $2,732,675,203
- Employer contributions
- $110,936,116
- Participant contributions
- $86,215,491
- Total income / additions
- $569,250,996
- Benefits paid
- $128,127,211
- Administrative expenses
- $1,690,273
- Total expenses
- $129,908,231
- Net increase / (decrease)
- $439,342,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kwmg LLC | NONE | $626,966 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $473,288 | not reported in the loaded dataset |
| Greatbanc Trust Company | NONE | $147,000 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $87,614 | not reported in the loaded dataset |
| Creative Planning Holdco LLC | NONE | $51,938 | not reported in the loaded dataset |
| Pickett Chaney & Mcmullen Llp | NONE | $24,950 | not reported in the loaded dataset |
| Glass Lakes Capital Management | NONE | $24,307 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $22,118 | not reported in the loaded dataset |
| Steelpeak Wealth LLC | NONE | $21,125 | not reported in the loaded dataset |
| Fisher Investments | NONE | $20,880 | not reported in the loaded dataset |
| Optima Capital Management LLC | NONE | $19,075 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | NONE | $17,601 | not reported in the loaded dataset |
| Modera Wealth Management LLC | NONE | $16,945 | not reported in the loaded dataset |
| Computershare Inc. | NONE | $16,000 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | NONE | $15,828 | not reported in the loaded dataset |
| Rda Financial Network Inc | NONE | $15,592 | not reported in the loaded dataset |
| Securian Financial Services In | NONE | $11,078 | not reported in the loaded dataset |
| Flexible Plan Investments Ltd | NONE | $9,855 | not reported in the loaded dataset |
| Lpl Financial LLC | NONE | $7,878 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $7,651 | not reported in the loaded dataset |
| Nations Financial Group Inc | NONE | $7,235 | not reported in the loaded dataset |
| Howard Capital Management Inc | NONE | $7,205 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $6,470 | not reported in the loaded dataset |
| Buckingham Strategic Partners | NONE | $6,078 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $4,801 | $392 |