2023 Form 5500 filing — Bcom3 Cash Balance 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 20241014094107NAL0026929537001) for Bcom3 Cash Balance Plan, reported by Mms Usa Holdings, Inc. under EIN 36-2677628 and plan number 003. It reports 2,378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094107NAL0026929537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mms Usa Holdings, Inc.
- EIN
- 36-2677628
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 2,378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,939,111
- Total liabilities (EOY)
- $347,088
- Net assets (EOY)
- $139,592,023
- Total income / additions
- $13,033,723
- Benefits paid
- $9,631,276
- Administrative expenses
- $2,998,957
- Total expenses
- $12,630,233
- Net increase / (decrease)
- $403,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Telus | NONE | $489,556 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | NONE | $246,423 | not reported in the loaded dataset |
| Aon Consulting, Inc. (Nj) | NONE | $219,974 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $125,194 | $0 |
| Mitchell & Titus, Llp | NONE | $53,000 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $17,972 | not reported in the loaded dataset |