Bmh, Inc. Retirement Plan — Form 5500 plan (Bmh, 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, Bmh, Inc. Retirement Plan is a benefit plan reported by Bmh, Inc. under EIN 20-5126945 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,015 participants and $23,300,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bmh, Inc.
- EIN
- 20-5126945
- Plan number
- 001
- Plan type
- 2
- Location
- Blackfoot, ID
- Latest filing year
- 2023
- Participants
- 1,015
- End-of-year plan assets
- $23,300,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,015 | H, C | 20241011160003NAL0011153619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,300,977
- Total liabilities (EOY)
- $26,837
- Net assets (EOY)
- $23,274,140
- Net assets (BOY)
- $19,539,388
Income & contributions
- Employer contributions
- $728,508
- Participant contributions
- $1,475,697
- Total contributions
- $2,438,921
- Total income / additions
- $5,700,259
Expenses & distributions
- Benefits paid
- $1,930,868
- Administrative expenses
- $10,429
- Total expenses
- $1,965,507
- Net increase / (decrease)
- $3,734,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $3,484 | $100,400 | 2023 |
| Mountain West Pensions, Inc. | NONE | $0 | $22,703 | 2023 |
| Dingus Zarecor & Associates Inc | NONE | $0 | $7,500 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $5,776 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bmh, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Blackfoot, ID
- American United Life Insurance Co — Schedule C compensation
- Mountain West Pensions, Inc. — Schedule C compensation
- Dingus Zarecor & Associates Inc — Schedule C compensation
- Rt Jones Capital Equities Mgmt Inc — Schedule C compensation