Bodman Plc Retirement Plan — Form 5500 plan (Bodman Plc)
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, Bodman Plc Retirement Plan is a benefit plan reported by Bodman Plc under EIN 38-1308687 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $140,934,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bodman Plc
- EIN
- 38-1308687
- Plan number
- 001
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $140,934,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20241015084155NAL0027852321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,934,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,934,012
- Net assets (BOY)
- $121,471,085
Income & contributions
- Employer contributions
- $3,703,144
- Participant contributions
- $3,402,493
- Total contributions
- $8,119,140
- Total income / additions
- $29,859,236
Expenses & distributions
- Benefits paid
- $10,235,897
- Administrative expenses
- $147,100
- Total expenses
- $10,396,309
- Net increase / (decrease)
- $19,462,927
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | CONSULTANT | $62,800 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $39,106 | $0 | 2023 |
| Doeren Mayhew & Co Pc | ACCOUNTANT | $17,000 | not reported in the loaded dataset | 2023 |