Nielsen & Bainbridge Employees' Retirement Income Plan — Form 5500 plan (Nielsen & Bainbridge, LLC)

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, Nielsen & Bainbridge Employees' Retirement Income Plan is a benefit plan reported by Nielsen & Bainbridge, LLC under EIN 22-3631128 and plan number 001. The latest loaded filing year is 2023. The filing reports 601 participants and $741,639 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$741.6KPlan net assets, end of year$741,639
Participants601Covered participants reported
Assets / participant$1.2KComputed: assets ÷ participants$1,234 (computed)
Provider compensation$195.5K2 Schedule C provider row(s)$195,514
Plan sponsor
Nielsen & Bainbridge, LLC
EIN
22-3631128
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023601H, C20240923220204NAL0006973491001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$741.6K total assets
Net assets$741.6KLiabilities$0
Money in vs. money out
Total income / additions$8.3M
Total expenses$55.6M
Benefits paid / distributions$55M
Contributions
Employer$4.9M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$741,639
Total liabilities (EOY)
$0
Net assets (EOY)
$741,639
Net assets (BOY)
$47,958,353

Income & contributions

Employer contributions
$4,900,000
Total contributions
$4,900,000
Total income / additions
$8,348,820

Expenses & distributions

Benefits paid
$54,958,140
Administrative expenses
$607,394
Total expenses
$55,565,534
Net increase / (decrease)
-$47,216,714
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7492%Computed ratio
Benefits paid ÷ total income658%Computed ratio
Provider comp. ÷ net assets26%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$186,252$02023
Principal Global Investors LLCINVESTMENT ADVISORY$9,262not reported in the loaded dataset2023

Related Form 5500 pages