Bcom3 Cash Balance Plan — Form 5500 plan (Mms Usa Holdings, 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, Bcom3 Cash Balance Plan is a benefit plan reported by Mms Usa Holdings, Inc. under EIN 36-2677628 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,378 participants and $139,939,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mms Usa Holdings, Inc.
- EIN
- 36-2677628
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,378
- End-of-year plan assets
- $139,939,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,378 | H, C | 20241014094107NAL0026929537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,939,111
- Total liabilities (EOY)
- $347,088
- Net assets (EOY)
- $139,592,023
- Net assets (BOY)
- $139,188,533
Income & contributions
- Total contributions
- $0
- Total income / additions
- $13,033,723
Expenses & distributions
- Benefits paid
- $9,631,276
- Administrative expenses
- $2,998,957
- Total expenses
- $12,630,233
- Net increase / (decrease)
- $403,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Telus | NONE | $489,556 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | NONE | $246,423 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. (Nj) | NONE | $219,974 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $125,194 | $0 | 2023 |
| Mitchell & Titus, Llp | NONE | $53,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $17,972 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mms Usa Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Telus — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Aon Consulting, Inc. (Nj) — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Mitchell & Titus, Llp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation