2023 Form 5500 filing — Bic Corporation Master 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 20241011150133NAL0012651459001) for Bic Corporation Master Trust, reported by Bic Corporation under EIN 13-6212022 and plan number 001. 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
- 20241011150133NAL0012651459001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Bic Corporation
- EIN
- 13-6212022
- Plan number
- 001
- Location
- Shelton, CT
- 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)
- $303,845,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $303,845,539
- Total income / additions
- $26,545,748
- Benefits paid
- $0
- Administrative expenses
- $2,050,595
- Total expenses
- $2,050,595
- Net increase / (decrease)
- $24,495,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Global Investments | INVESTMENT MANAGER | $1,196,535 | $0 |
| Mercer | ACTUARY | $407,189 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $137,079 | $0 |