Bayview Asset Management LLC 401(K) Plan — Form 5500 plan (Bayview Asset Management 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, Bayview Asset Management LLC 401(K) Plan is a benefit plan reported by Bayview Asset Management LLC under EIN 26-2961971 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,366 participants and $190,602,235 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bayview Asset Management LLC
EIN
26-2961971
Plan number
001
Plan type
2
Location
Coral Gables, FL
Latest filing year
2023
Participants
2,366
End-of-year plan assets
$190,602,235

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,366H, C20240926115530NAL0001137824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$190,602,235
Total liabilities (EOY)
$0
Net assets (EOY)
$190,602,235
Net assets (BOY)
$163,611,369

Income & contributions

Employer contributions
$3,673,262
Participant contributions
$13,095,053
Total contributions
$18,965,695
Total income / additions
$51,060,327

Expenses & distributions

Benefits paid
$23,782,034
Administrative expenses
$254,346
Total expenses
$24,069,461
Net increase / (decrease)
$26,990,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$190,610$02023
Merrill Lynch Retirement & BenefitNONE$63,736not reported in the loaded dataset2023

Related Form 5500 pages