Bluecore, Inc. Retirement Trust — Form 5500 plan (Bluecore, 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, Bluecore, Inc. Retirement Trust is a benefit plan reported by Bluecore, Inc under EIN 46-2284224 and plan number 001. The latest loaded filing year is 2023. The filing reports 483 participants and $12,662,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bluecore, Inc
EIN
46-2284224
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
483
End-of-year plan assets
$12,662,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023483H, C20241015130611NAL0016450451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,662,097
Total liabilities (EOY)
$0
Net assets (EOY)
$12,662,097
Net assets (BOY)
$9,504,956

Income & contributions

Participant contributions
$2,914,156
Total contributions
$3,417,214
Total income / additions
$4,977,362

Expenses & distributions

Benefits paid
$1,791,273
Administrative expenses
$28,948
Total expenses
$1,820,221
Net increase / (decrease)
$3,157,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Decimal, Inc.THIRD PARTY RECORDKEEPER$28,490not reported in the loaded dataset2023
Empower Life & Annuity Insurance CoRECORDKEEPER$375$02023

Related Form 5500 pages