Plan5500

Bi Worldwide Savings Plan — Form 5500 plan (Schoeneckers, 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, Bi Worldwide Savings Plan is a benefit plan reported by Schoeneckers, Inc. under EIN 41-0688799 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,405 participants and $262,658,848 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schoeneckers, Inc.
EIN
41-0688799
Plan number
001
Plan type
2
Location
Edina, MN
Latest filing year
2023
Participants
1,405
End-of-year plan assets
$262,658,848

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,405H, C20241014144225NAL0013466547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$262,658,848
Total liabilities (EOY)
$0
Net assets (EOY)
$262,658,848
Net assets (BOY)
$214,033,143

Income & contributions

Employer contributions
$13,090,142
Participant contributions
$10,992,987
Total contributions
$26,093,815
Total income / additions
$70,230,980

Expenses & distributions

Benefits paid
$21,363,094
Administrative expenses
$236,663
Total expenses
$21,605,275
Net increase / (decrease)
$48,625,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$127,747$02023
Cook Street ConsultingCONTRACT ADMINISTRATOR$64,878not reported in the loaded dataset2023
William Mack & Associates IncINV ADV, PARTICIPANTS$24,914not reported in the loaded dataset2023
Boulay GroupACCOUNTANT$24,000not reported in the loaded dataset2023

Related Form 5500 pages