2023 Form 5500 filing — Bechtel Retiree Medical 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 20241015055729NAL0048282928001) for Bechtel Retiree Medical Plan, reported by Bechtel Global Corporation under EIN 80-0848899 and plan number 539. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015055729NAL0048282928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bechtel Global Corporation
- EIN
- 80-0848899
- Plan number
- 539
- Location
- Glendale, AZ
- Participants
- 579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $929,196
- Total liabilities (EOY)
- $493
- Net assets (EOY)
- $928,703
- Employer contributions
- $480,000
- Total income / additions
- $525,885
- Benefits paid
- $419,849
- Administrative expenses
- $54,872
- Total expenses
- $474,721
- Net increase / (decrease)
- $51,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crowe Llp | NONE | $26,400 | not reported in the loaded dataset |
| Extend Health, Inc. (Viabenefits) | CONTRACT ADMINISTRATOR | $10,495 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $1,181 | $0 |