Plan5500

Bigelow Tea Employees 401(K) Plan — Form 5500 plan (R.C. Bigelow, Inc.)

Plain-English plan 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, Bigelow Tea Employees 401(K) Plan is a benefit plan reported by R.C. Bigelow, Inc. under EIN 06-0646518 and plan number 002. The latest loaded filing year is 2023. The filing reports 627 participants and $68,741,288 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.C. Bigelow, Inc.
EIN
06-0646518
Plan number
002
Plan type
2
Location
Fairfield, CT
Latest filing year
2023
Participants
627
End-of-year plan assets
$68,741,288

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023627H, C20240808114004NAL0002700867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,741,288
Total liabilities (EOY)
$0
Net assets (EOY)
$68,741,288
Net assets (BOY)
$60,166,655

Income & contributions

Employer contributions
$2,050,870
Participant contributions
$2,786,957
Total contributions
$5,063,082
Total income / additions
$14,945,160

Expenses & distributions

Benefits paid
$6,352,824
Administrative expenses
$17,703
Total expenses
$6,370,527
Net increase / (decrease)
$8,574,633

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$17,703$02023

Related Form 5500 pages