Building Inspection Underwriters, Inc. Retirement Savings Plan — Form 5500 plan (Building Inspection Underwriters, 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, Building Inspection Underwriters, Inc. Retirement Savings Plan is a benefit plan reported by Building Inspection Underwriters, Inc. under EIN 23-2047825 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $3,193,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Building Inspection Underwriters, Inc.
- EIN
- 23-2047825
- Plan number
- 001
- Plan type
- 2
- Location
- Feasterville, PA
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $3,193,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20241008134949NAL0034905330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,193,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,193,626
- Net assets (BOY)
- $3,576,616
Income & contributions
- Employer contributions
- $30,000
- Participant contributions
- $181,520
- Total contributions
- $211,520
- Total income / additions
- $698,514
Expenses & distributions
- Benefits paid
- $1,073,326
- Administrative expenses
- $8,178
- Total expenses
- $1,081,504
- Net increase / (decrease)
- -$382,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group | INVESTMENT MGMT | $6,280 | not reported in the loaded dataset | 2023 |
| Uniglobal Pension Planning, Inc | CONTRACT ADMINT | $350 | $1,900 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $789 | $0 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Building Inspection Underwriters, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Feasterville, PA
- Empower Advisory Group — Schedule C compensation
- Uniglobal Pension Planning, Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation