2023 Form 5500 filing — Bear River Band Of Rohnerville Rancheria 401(K) 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 20241011210210NAL0045853202001) for Bear River Band Of Rohnerville Rancheria 401(K) Plan, reported by Bear River Band Of Rohnerville Rancheria under EIN 68-0085465 and plan number 001. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011210210NAL0045853202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bear River Band Of Rohnerville Rancheria
- EIN
- 68-0085465
- Plan number
- 001
- Location
- Loleta, CA
- Participants
- 537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,422,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,422,435
- Employer contributions
- $538,591
- Participant contributions
- $1,097,198
- Total income / additions
- $3,222,161
- Benefits paid
- $1,764,886
- Administrative expenses
- $61,114
- Total expenses
- $1,845,785
- Net increase / (decrease)
- $1,376,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $39,923 | $37 |
| Global Retirement Partners, LLC | NONE | $21,189 | not reported in the loaded dataset |