2023 Form 5500 filing — Builders Exchange Benefit Plan Trust

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 20241015071533NAL0028915233001) for Builders Exchange Benefit Plan Trust, reported by Builders Exchange Benefit Plan under EIN 47-2303889 and plan number 501. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015071533NAL0028915233001
Filing year
2023
Form type
4
Plan sponsor
Builders Exchange Benefit Plan
EIN
47-2303889
Plan number
501
Location
Cleveland, OH
Participants
not reported in the loaded dataset
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,141,839
Total liabilities (EOY)
$2,494,775
Net assets (EOY)
$647,064
Total income / additions
$62,302
Benefits paid
$0
Administrative expenses
$993,413
Total expenses
$993,413
Net increase / (decrease)
-$931,111
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Consoliplex Builders LLCNONE$159,947not reported in the loaded dataset
Medical Mutual ServicesNONE$99,395not reported in the loaded dataset
Taft, Stettinius, HollisterNONE$86,073not reported in the loaded dataset
Maloney + Novotny LLCNONE$64,178not reported in the loaded dataset
OptumNONE$5,882not reported in the loaded dataset
Pnc Financial ServicesNONE$5,065not reported in the loaded dataset

Related Form 5500 pages