Briggs Medical Service Company 401(K) Savings Plan Briggs Medical Service Company — Form 5500 plan (Briggs Medical Service Company)

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, Briggs Medical Service Company 401(K) Savings Plan Briggs Medical Service Company is a benefit plan reported by Briggs Medical Service Company under EIN 36-3243123 and plan number 002. The latest loaded filing year is 2023. The filing reports 616 participants and $18,549,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Briggs Medical Service Company
EIN
36-3243123
Plan number
002
Plan type
2
Location
Clive, IA
Latest filing year
2023
Participants
616
End-of-year plan assets
$18,549,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023616H, C20241009101838NAL0009100611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,549,070
Total liabilities (EOY)
$0
Net assets (EOY)
$18,549,070
Net assets (BOY)
$16,680,440

Income & contributions

Employer contributions
$166,378
Participant contributions
$484,256
Total contributions
$661,132
Total income / additions
$3,250,849

Expenses & distributions

Benefits paid
$1,298,208
Administrative expenses
$84,011
Total expenses
$1,382,219
Net increase / (decrease)
$1,868,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$29,616not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$20,124$02023

Related Form 5500 pages