Bay Corrugated Container Employees' Retirement Plan And Trust — Form 5500 plan (Bay Corrugated Container, 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, Bay Corrugated Container Employees' Retirement Plan And Trust is a benefit plan reported by Bay Corrugated Container, Inc. under EIN 34-0941535 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $11,460,302 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.5MPlan net assets, end of year$11,460,302
Participants260Covered participants reported
Assets / participant$44.1KComputed: assets ÷ participants$44,078 (computed)
Provider compensation$42.1K3 Schedule C provider row(s)$42,066
Plan sponsor
Bay Corrugated Container, Inc.
EIN
34-0941535
Plan number
002
Plan type
2
Location
Monroe, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20240920121002NAL0013083120001
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)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$183.1K
Participant$505.6K
Full reported line items

Net assets

Total assets (EOY)
$11,460,302
Total liabilities (EOY)
$0
Net assets (EOY)
$11,460,302
Net assets (BOY)
$10,424,786

Income & contributions

Employer contributions
$183,145
Participant contributions
$505,599
Total contributions
$688,744
Total income / additions
$2,294,974

Expenses & distributions

Benefits paid
$1,214,534
Administrative expenses
$42,066
Total expenses
$1,259,458
Net increase / (decrease)
$1,035,516
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.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fifth Third BankCONSULTANT$17,540not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$16,743$02023
Strategic Advisors, Inc.ADVISOR$7,783not reported in the loaded dataset2023

Related Form 5500 pages