2023 Form 5500 filing — Bi Worldwide 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 20241014144225NAL0013466547001) for Bi Worldwide Savings Plan, reported by Schoeneckers, Inc. under EIN 41-0688799 and plan number 001. It reports 1,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144225NAL0013466547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schoeneckers, Inc.
- EIN
- 41-0688799
- Plan number
- 001
- Location
- Edina, MN
- Participants
- 1,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $262,658,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $262,658,848
- Employer contributions
- $13,090,142
- Participant contributions
- $10,992,987
- Total income / additions
- $70,230,980
- Benefits paid
- $21,363,094
- Administrative expenses
- $236,663
- Total expenses
- $21,605,275
- Net increase / (decrease)
- $48,625,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $127,747 | $0 |
| Cook Street Consulting | CONTRACT ADMINISTRATOR | $64,878 | not reported in the loaded dataset |
| William Mack & Associates Inc | INV ADV, PARTICIPANTS | $24,914 | not reported in the loaded dataset |
| Boulay Group | ACCOUNTANT | $24,000 | not reported in the loaded dataset |