2023 Form 5500 filing — Boart Longyear Company 401(K) 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 20241014143930NAL0015123779001) for Boart Longyear Company 401(K) Savings Plan, reported by Boart Longyear Company under EIN 87-0503343 and plan number 005. It reports 1,941 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143930NAL0015123779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boart Longyear Company
- EIN
- 87-0503343
- Plan number
- 005
- Location
- West Valley, UT
- Participants
- 1,941
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,432,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,432,771
- Employer contributions
- $2,687,886
- Participant contributions
- $8,060,878
- Total income / additions
- $36,727,996
- Benefits paid
- $15,724,703
- Administrative expenses
- $86,384
- Total expenses
- $15,837,444
- Net increase / (decrease)
- $20,890,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | CONSULTANT | $70,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $40,058 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$23,674 | $0 |