2023 Form 5500 filing — Building Inspection Underwriters, Inc. Retirement 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 20241008134949NAL0034905330001) for Building Inspection Underwriters, Inc. Retirement Savings Plan, reported by Building Inspection Underwriters, Inc. under EIN 23-2047825 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008134949NAL0034905330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Building Inspection Underwriters, Inc.
- EIN
- 23-2047825
- Plan number
- 001
- Location
- Feasterville, PA
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,193,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,193,626
- Employer contributions
- $30,000
- Participant contributions
- $181,520
- Total income / additions
- $698,514
- Benefits paid
- $1,073,326
- Administrative expenses
- $8,178
- Total expenses
- $1,081,504
- Net increase / (decrease)
- -$382,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group | INVESTMENT MGMT | $6,280 | not reported in the loaded dataset |
| Uniglobal Pension Planning, Inc | CONTRACT ADMINT | $350 | $1,900 |
| Empower Annuity Insurance Company | RECORDKEEPER | $789 | $0 |
| Envestnet Retirement Solutions, LLC | OTHER | $760 | not reported in the loaded dataset |