2023 Form 5500 filing — Bristol Bay Native Association 401(K) 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 20241008115508NAL0016568945001) for Bristol Bay Native Association 401(K) Plan, reported by Bristol Bay Native Association under EIN 92-0041473 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008115508NAL0016568945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bristol Bay Native Association
- EIN
- 92-0041473
- Plan number
- 001
- Location
- Dillingham, AK
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,379,115
- Total liabilities (EOY)
- $200
- Net assets (EOY)
- $8,378,915
- Employer contributions
- $375,368
- Participant contributions
- $278,498
- Total income / additions
- $1,641,073
- Benefits paid
- $1,047,616
- Administrative expenses
- $0
- Total expenses
- $1,047,616
- Net increase / (decrease)
- $593,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alera Investment Advisors | REGISTERED INVESTMENT AD | $28,934 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $4,713 | not reported in the loaded dataset |