2023 Form 5500 filing — Blaine Brothers Maintenance, Inc. 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 20241010145727NAL0041254114001) for Blaine Brothers Maintenance, Inc. Retirement Plan, reported by Blaine Brothers Maintenance, Inc. under EIN 41-1379303 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010145727NAL0041254114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blaine Brothers Maintenance, Inc.
- EIN
- 41-1379303
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,926,545
- Total liabilities (EOY)
- $6,064
- Net assets (EOY)
- $21,920,481
- Employer contributions
- $407,960
- Participant contributions
- $2,291,370
- Total income / additions
- $6,389,670
- Benefits paid
- $1,225,076
- Administrative expenses
- $58,723
- Total expenses
- $1,287,161
- Net increase / (decrease)
- $5,102,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $20,833 | $0 |
| Tsc 401k | CONTRACT ADMIN, OTHER | $13,343 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,134 | $0 |
| Edward D. Jones & Co., L.P. | INVESTMENT ADVISOR | $2,177 | $0 |
| Wilshire Associates Inc (Usa) | INVESTMENT ADVISOR | $2,115 | $0 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $732 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |