2023 Form 5500 filing — Burke Porter Group Retirement And Savings 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 20241014130501NAL0027344081001) for Burke Porter Group Retirement And Savings Plan, reported by Bpg Americas Inc. under EIN 81-1920948 and plan number 003. It reports 1,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130501NAL0027344081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bpg Americas Inc.
- EIN
- 81-1920948
- Plan number
- 003
- Location
- Shelby Township, MI
- Participants
- 1,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,882,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,882,169
- Employer contributions
- $2,846,664
- Participant contributions
- $8,985,904
- Total income / additions
- $31,055,463
- Benefits paid
- $6,210,800
- Administrative expenses
- $262,111
- Total expenses
- $6,482,481
- Net increase / (decrease)
- $24,572,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $262,111 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $111,819 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |