2023 Form 5500 filing — Brookshire Brothers, Inc. Short Term Disability Income 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 20241108110201NAL0006676643001) for Brookshire Brothers, Inc. Short Term Disability Income Plan, reported by Brookshire Brothers, Inc. under EIN 75-2692839 and plan number 505. It reports 956 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241108110201NAL0006676643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brookshire Brothers, Inc.
- EIN
- 75-2692839
- Plan number
- 505
- Location
- Lufkin, TX
- Participants
- 956
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $500,889
- Total liabilities (EOY)
- $39,121
- Net assets (EOY)
- $461,768
- Participant contributions
- $403,938
- Total income / additions
- $414,070
- Benefits paid
- $310,966
- Administrative expenses
- $38,510
- Total expenses
- $349,476
- Net increase / (decrease)
- $64,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Life Insurance Co | NONE | $18,929 | not reported in the loaded dataset |
| Goff & Herrington, P.C. | NONE | $14,500 | not reported in the loaded dataset |