2023 Form 5500 filing — Brilliant Corners Retirement 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 20241014234340NAL0028465713001) for Brilliant Corners Retirement Plan, reported by Brillant Corners under EIN 56-2379862 and plan number 001. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014234340NAL0028465713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brillant Corners
- EIN
- 56-2379862
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,055,496
- Net assets (EOY)
- $13,055,496
- Employer contributions
- $1,200,600
- Participant contributions
- $1,688,085
- Total income / additions
- $4,880,525
- Benefits paid
- $1,572,269
- Administrative expenses
- $137,380
- Total expenses
- $1,709,649
- Net increase / (decrease)
- $3,170,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT ADVISOR | $83,108 | $11,089 |
| Lincoln Financial Advisors | INVESTMENT ADVISOR | not reported in the loaded dataset | $45,230 |
| Brinker Capital Investments | INVESTMENT ADVISORY | $27,671 | not reported in the loaded dataset |
| Ppa/Tpa | INVESTMENT ADVISOR | $19,595 | $4,150 |
| Active Core-Passive Through | INVESTMENT ADVISOR | $19,595 | not reported in the loaded dataset |