Bankers Pension Plan And Trust, 1975 — Form 5500 plan (Lauritzen Corporation)

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, Bankers Pension Plan And Trust, 1975 is a benefit plan reported by Lauritzen Corporation under EIN 47-0444651 and plan number 333. The latest loaded filing year is 2023. The filing reports 356 participants and $26,608,747 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.6MPlan net assets, end of year$26,608,747
Participants356Covered participants reported
Assets / participant$74.7KComputed: assets ÷ participants$74,744 (computed)
Provider compensation$312.7K1 Schedule C provider row(s)$312,688
Plan sponsor
Lauritzen Corporation
EIN
47-0444651
Plan number
333
Plan type
3
Location
Omaha, NE
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    356 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$26.6M total assets
Net assets$26.6MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$2.1M
Benefits paid / distributions$1.8M
Full reported line items

Net assets

Total assets (EOY)
$26,608,747
Total liabilities (EOY)
$0
Net assets (EOY)
$26,608,747
Net assets (BOY)
$26,278,071

Income & contributions

Total contributions
$0
Total income / additions
$2,474,024

Expenses & distributions

Benefits paid
$1,793,954
Administrative expenses
$349,394
Total expenses
$2,143,348
Net increase / (decrease)
$330,676
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income73%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $312.7K

Related Form 5500 pages