2023 Form 5500 filing — Bmw Savings 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 20241008090057NAL0033197634001) for Bmw Savings Plan, reported by Bmw Of North America, LLC under EIN 22-2139469 and plan number 002. It reports 14,095 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008090057NAL0033197634001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bmw Of North America, LLC
- EIN
- 22-2139469
- Plan number
- 002
- Location
- Woodcliff Lake, NJ
- Participants
- 14,095
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,002,942,053
- Total liabilities (EOY)
- $763,599
- Net assets (EOY)
- $2,002,178,454
- Employer contributions
- $88,279,403
- Participant contributions
- $78,974,615
- Total income / additions
- $483,269,331
- Benefits paid
- $123,905,754
- Administrative expenses
- $2,424,736
- Total expenses
- $126,534,788
- Net increase / (decrease)
- $356,734,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $669,304 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $660,439 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $134,750 | not reported in the loaded dataset |
| Holland & Knight Llp | ATTORNEY/LEGAL | $107,812 | not reported in the loaded dataset |
| Aon Consulting, Inc. | ACTUARY | $35,000 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $16,706 | not reported in the loaded dataset |