2023 Form 5500 filing — Bradley Corporation Pension 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 20241011133407NAL0021948833001) for Bradley Corporation Pension Plan, reported by Bradley Company, LLC under EIN 39-0178880 and plan number 001. It reports 732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133407NAL0021948833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bradley Company, LLC
- EIN
- 39-0178880
- Plan number
- 001
- Location
- Menomonee Falls, WI
- Participants
- 732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,973,996
- Total liabilities (EOY)
- $366,843
- Net assets (EOY)
- $74,607,153
- Employer contributions
- $13,600,000
- Total income / additions
- $17,808,220
- Benefits paid
- $4,179,313
- Administrative expenses
- $1,334,297
- Total expenses
- $5,513,610
- Net increase / (decrease)
- $12,294,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $420,646 | not reported in the loaded dataset |
| Robert W. Baird | NONE | $108,443 | not reported in the loaded dataset |
| Madison Investments | NONE | $98,884 | not reported in the loaded dataset |
| Littler Mendelson P.C. | NONE | $49,895 | not reported in the loaded dataset |
| Bmo Bank N.A. | NONE | $40,651 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $33,890 | not reported in the loaded dataset |
| Fiduciary Management | NONE | $33,385 | not reported in the loaded dataset |