2023 Form 5500 filing — Bimbo Bakeries Usa Defined Benefit Pension Trust
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 20241011122422NAL0010909299001) for Bimbo Bakeries Usa Defined Benefit Pension Trust, reported by Bbu, Inc. under EIN 56-2520491 and plan number 200. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122422NAL0010909299001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Bbu, Inc.
- EIN
- 56-2520491
- Plan number
- 200
- Location
- Horsham, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $508,228,601
- Total liabilities (EOY)
- $8,204,646
- Net assets (EOY)
- $500,023,955
- Total income / additions
- $8,863,920
- Benefits paid
- $0
- Administrative expenses
- $3,981,076
- Total expenses
- $3,981,076
- Net increase / (decrease)
- $4,882,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors | NONE | $729,149 | not reported in the loaded dataset |
| Telus Health Us Limited | NONE | $719,016 | not reported in the loaded dataset |
| Jpmcb Strategic Property Fund | NONE | $536,952 | not reported in the loaded dataset |
| Cibc Mellon Global Sec Svcs Co | NONE | $441,877 | $0 |
| Mercer | NONE | $326,858 | not reported in the loaded dataset |
| Cbiz | NONE | $81,000 | not reported in the loaded dataset |
| Loomis, Sayles And Co | NONE | $79,792 | not reported in the loaded dataset |
| Blackrock | NONE | $72,217 | not reported in the loaded dataset |
| Morgan, Lewis, And Bockius | NONE | $54,406 | not reported in the loaded dataset |
| Transperfect Legal Solutions | NONE | $49,819 | not reported in the loaded dataset |