Bic Corporation Master Trust — Form 5500 plan (Bic Corporation)
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, Bic Corporation Master Trust is a benefit plan reported by Bic Corporation under EIN 13-6212022 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $303,845,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bic Corporation
- EIN
- 13-6212022
- Plan number
- 001
- Plan type
- 4
- Location
- Shelton, CT
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $303,845,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241011150133NAL0012651459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $303,845,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $303,845,539
- Net assets (BOY)
- $300,118,925
Income & contributions
- Total contributions
- $0
- Total income / additions
- $26,545,748
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,050,595
- Total expenses
- $2,050,595
- Net increase / (decrease)
- $24,495,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Global Investments | INVESTMENT MANAGER | $1,196,535 | $0 | 2023 |
| Mercer | ACTUARY | $407,189 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE | $137,079 | $0 | 2023 |