2023 Form 5500 filing — Burlington Northern Santa Fe Investment And Retirement 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 20241010093816NAL0011340723001) for Burlington Northern Santa Fe Investment And Retirement Plan, reported by Burlington Northern Santa Fe, LLC under EIN 27-1754839 and plan number 002. It reports 8,961 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010093816NAL0011340723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burlington Northern Santa Fe, LLC
- EIN
- 27-1754839
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 8,961
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,282,763,757
- Total liabilities (EOY)
- $135,629
- Net assets (EOY)
- $2,282,628,128
- Employer contributions
- $49,921,968
- Participant contributions
- $61,175,014
- Total income / additions
- $449,252,440
- Benefits paid
- $146,563,646
- Administrative expenses
- $18,772
- Total expenses
- $146,673,848
- Net increase / (decrease)
- $302,578,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $64,272 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $7,050 | not reported in the loaded dataset |