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, Blue & Co. 401(K) Plan is a benefit plan reported by Blue & Co., LLC under EIN 35-1178661 and plan number 002. The latest loaded filing year is 2023. The filing reports 727 participants and $101,153,263 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,153,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,153,263
- Net assets (BOY)
- $84,038,204
Income & contributions
- Employer contributions
- $1,675,335
- Participant contributions
- $4,898,678
- Total contributions
- $8,517,710
- Total income / additions
- $23,368,599
Expenses & distributions
- Benefits paid
- $6,106,715
- Administrative expenses
- $146,825
- Total expenses
- $6,253,540
- Net increase / (decrease)
- $17,115,059