Plan5500

Bluebird Bio, Inc. 401(K) Plan — Form 5500 plan (Bluebird Bio, 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, Bluebird Bio, Inc. 401(K) Plan is a benefit plan reported by Bluebird Bio, Inc. under EIN 13-3680878 and plan number 001. The latest loaded filing year is 2023. The filing reports 878 participants and $76,801,544 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bluebird Bio, Inc.
EIN
13-3680878
Plan number
001
Plan type
2
Location
Somerville, MA
Latest filing year
2023
Participants
878
End-of-year plan assets
$76,801,544

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023878H, C20240812110054NAL0009411841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,801,544
Total liabilities (EOY)
$0
Net assets (EOY)
$76,801,544
Net assets (BOY)
$61,747,679

Income & contributions

Employer contributions
$2,765,231
Participant contributions
$6,117,872
Total contributions
$12,578,329
Total income / additions
$24,527,497

Expenses & distributions

Benefits paid
$9,341,358
Administrative expenses
$119,511
Total expenses
$9,473,632
Net increase / (decrease)
$15,053,865

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$59,349$02023
Rbc Wealth ManagementADVISOR$54,622not reported in the loaded dataset2023
Sentinel Pension Advisors IncADVISOR$5,540not reported in the loaded dataset2023

Related Form 5500 pages