2023 Form 5500 filing — Bgc Pension 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 20241014155348NAL0053020610003) for Bgc Pension Plan, reported by Berkshire Gas Company under EIN 04-1731220 and plan number 002. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155348NAL0053020610003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkshire Gas Company
- EIN
- 04-1731220
- Plan number
- 002
- Location
- Orange, CT
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,629,779
- Total liabilities (EOY)
- $7,301
- Net assets (EOY)
- $27,622,478
- Employer contributions
- $1,199,000
- Total income / additions
- $4,551,542
- Benefits paid
- $3,698,729
- Administrative expenses
- $191,839
- Total expenses
- $3,890,568
- Net increase / (decrease)
- $660,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bonadio Group, Llp | NONE | $32,336 | not reported in the loaded dataset |
| Northern Trust | NONE | $13,334 | not reported in the loaded dataset |
| Pricewaterhousecoopers, Llp | NONE | $13,221 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $6,358 | not reported in the loaded dataset |
| Nisa | NONE | $5,770 | not reported in the loaded dataset |
| Segall Bryant & Hamill Inv. Counsel | NONE | $5,391 | not reported in the loaded dataset |
| Mercer | NONE | $5,246 | not reported in the loaded dataset |