South Dakota Bankers Benefit Plan — Form 5500 plan (The Trustees Of The South Dakota Bankers Benefit Plan)

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, South Dakota Bankers Benefit Plan is a benefit plan reported by The Trustees Of The South Dakota Bankers Benefit Plan under EIN 46-4332220 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,792 participants and $13,140,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Trustees Of The South Dakota Bankers Benefit Plan
EIN
46-4332220
Plan number
501
Plan type
3
Location
Pierre, SD
Latest filing year
2023
Participants
3,792
End-of-year plan assets
$13,140,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,792H, C20240806071856NAL0002191809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,140,277
Total liabilities (EOY)
$3,714,162
Net assets (EOY)
$9,426,115
Net assets (BOY)
$7,530,922

Income & contributions

Employer contributions
$20,558,423
Total contributions
$20,558,423
Total income / additions
$21,425,588

Expenses & distributions

Benefits paid
$18,066,388
Administrative expenses
$1,464,007
Total expenses
$19,530,395
Net increase / (decrease)
$1,895,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellmark Bcbs Of South DakotaNONE$835,629not reported in the loaded dataset2023
Deloitte & Touche LlpNONE$73,653not reported in the loaded dataset2023
Bral Niedert Private Wealth AdvisorNONE$18,541not reported in the loaded dataset2023
May AdamNONE$9,668not reported in the loaded dataset2023

Related Form 5500 pages