2023 Form 5500 filing — Briggs Medical Service Company 401(K) Savings Plan Briggs Medical Service Company
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 20241009101838NAL0009100611001) for Briggs Medical Service Company 401(K) Savings Plan Briggs Medical Service Company, reported by Briggs Medical Service Company under EIN 36-3243123 and plan number 002. It reports 616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009101838NAL0009100611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Briggs Medical Service Company
- EIN
- 36-3243123
- Plan number
- 002
- Location
- Clive, IA
- Participants
- 616
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,549,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,549,070
- Employer contributions
- $166,378
- Participant contributions
- $484,256
- Total income / additions
- $3,250,849
- Benefits paid
- $1,298,208
- Administrative expenses
- $84,011
- Total expenses
- $1,382,219
- Net increase / (decrease)
- $1,868,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $29,616 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,124 | $0 |