Bosselman Employee Retirement Plan — Form 5500 plan (Bosselman Administrative Services, 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, Bosselman Employee Retirement Plan is a benefit plan reported by Bosselman Administrative Services, Inc. under EIN 27-1843513 and plan number 001. The latest loaded filing year is 2023. The filing reports 958 participants and $13,230,638 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bosselman Administrative Services, Inc.
EIN
27-1843513
Plan number
001
Plan type
2
Location
Grand Island, NE
Latest filing year
2023
Participants
958
End-of-year plan assets
$13,230,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023958H, C20240805131322NAL0001339713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,230,638
Net assets (EOY)
$13,230,638
Net assets (BOY)
$11,203,862

Income & contributions

Employer contributions
$384,940
Participant contributions
$1,134,064
Total contributions
$1,693,015
Total income / additions
$3,269,319

Expenses & distributions

Benefits paid
$1,086,659
Administrative expenses
$90,356
Total expenses
$1,242,543
Net increase / (decrease)
$2,026,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$51,694$02023
Usi Advisors IncADVISORY$38,944not reported in the loaded dataset2023

Related Form 5500 pages