Plan5500

Bryan Heart Retirement Savings Plan — Form 5500 plan (Bryan Heart Retirement Savings 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, Bryan Heart Retirement Savings Plan is a benefit plan reported by Bryan Heart Retirement Savings Plan under EIN 47-0844961 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bryan Heart Retirement Savings Plan
EIN
47-0844961
Plan number
001
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
305
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20240108114710NAL0007279889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$30,866,765

Income & contributions

Total contributions
$0
Total income / additions
$825,288

Expenses & distributions

Benefits paid
$267,491
Administrative expenses
$11,394
Total expenses
$278,885
Net increase / (decrease)
$546,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
D.A. Davidson & Co.NONE$11,369not reported in the loaded dataset2023
Digital Retirement Solutions, Inc.NONE$25$02023

Related Form 5500 pages