2023 Form 5500 filing — Bay Corrugated Container Employees' Retirement 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 20240920121002NAL0013083120001) for Bay Corrugated Container Employees' Retirement Plan And Trust, reported by Bay Corrugated Container, Inc. under EIN 34-0941535 and plan number 002. It reports 260 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)$11.5MReported net assets$11,460,302

Participants260

Provider compensation$42.1K3 Schedule C row(s)$42,066

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240920121002NAL0013083120001
Plan sponsor: Bay Corrugated Container, Inc.
EIN: 34-0941535
Plan number: 002
Location: Monroe, MI
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)$11.5M total assets

Net assets$11.5MLiabilities$0

Money in vs. money out

Total income / additions$2.3M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$183.1K

Participant$505.6K

Full reported line items

Total assets (EOY): $11,460,302
Total liabilities (EOY): $0
Net assets (EOY): $11,460,302
Employer contributions: $183,145
Participant contributions: $505,599
Total income / additions: $2,294,974
Benefits paid: $1,214,534
Administrative expenses: $42,066
Total expenses: $1,259,458
Net increase / (decrease): $1,035,516

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
Provider	Service	Direct comp.	Indirect comp.
Fifth Third Bank	CONSULTANT	$17,540	not reported in the loaded dataset
Fidelity Investments Institutional	RECORDKEEPER	$16,743	$0
Strategic Advisors, Inc.	ADVISOR	$7,783	not reported in the loaded dataset