Bcom Retirement Plan — Form 5500 plan (Burrell College Of Osteopathic Medicine LLC)
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, Bcom Retirement Plan is a benefit plan reported by Burrell College Of Osteopathic Medicine LLC under EIN 47-0981990 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $9,229,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burrell College Of Osteopathic Medicine LLC
- EIN
- 47-0981990
- Plan number
- 001
- Plan type
- 2
- Location
- Las Cruces, NM
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $9,229,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20240723152528NAL0006753267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,229,084
- Total liabilities (EOY)
- $33,665
- Net assets (EOY)
- $9,195,419
- Net assets (BOY)
- $6,887,240
Income & contributions
- Employer contributions
- $476,255
- Participant contributions
- $977,964
- Total contributions
- $1,884,224
- Total income / additions
- $2,977,931
Expenses & distributions
- Benefits paid
- $623,473
- Administrative expenses
- $46,279
- Total expenses
- $669,752
- Net increase / (decrease)
- $2,308,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | NONE | $37,631 | not reported in the loaded dataset | 2023 |
| Alerus Financial, N.A. | NONE | $8,649 | $0 | 2023 |