Burlington Northern Santa Fe Retirement Plan — Form 5500 plan (Burlington Northern Santa Fe, 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, Burlington Northern Santa Fe Retirement Plan is a benefit plan reported by Burlington Northern Santa Fe, LLC under EIN 27-1754839 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,031 participants and $2,602,884,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burlington Northern Santa Fe, LLC
- EIN
- 27-1754839
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 16,031
- End-of-year plan assets
- $2,602,884,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,031 | H, C | 20241009172944NAL0009433459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,602,884,921
- Total liabilities (EOY)
- $134,363
- Net assets (EOY)
- $2,602,750,558
- Net assets (BOY)
- $2,345,797,356
Income & contributions
- Total contributions
- $0
- Total income / additions
- $385,775,119
Expenses & distributions
- Benefits paid
- $126,267,339
- Administrative expenses
- $2,554,578
- Total expenses
- $128,821,917
- Net increase / (decrease)
- $256,953,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $676,759 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $211,517 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $132,780 | $0 | 2023 |
| Groom Law Group | NONE | $17,891 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burlington Northern Santa Fe, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Willis Towers Watson Us LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Groom Law Group — Schedule C compensation