Plan5500

Builders Exchange Benefit Plan Trust — Form 5500 plan (Builders Exchange 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, Builders Exchange Benefit Plan Trust is a benefit plan reported by Builders Exchange Benefit Plan under EIN 47-2303889 and plan number 501. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,141,839 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Builders Exchange Benefit Plan
EIN
47-2303889
Plan number
501
Plan type
4
Location
Cleveland, OH
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$3,141,839

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015071533NAL0028915233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,141,839
Total liabilities (EOY)
$2,494,775
Net assets (EOY)
$647,064
Net assets (BOY)
$705,443

Income & contributions

Total contributions
$0
Total income / additions
$62,302

Expenses & distributions

Benefits paid
$0
Administrative expenses
$993,413
Total expenses
$993,413
Net increase / (decrease)
-$931,111

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Consoliplex Builders LLCNONE$159,947not reported in the loaded dataset2023
Medical Mutual ServicesNONE$99,395not reported in the loaded dataset2023
Taft, Stettinius, HollisterNONE$86,073not reported in the loaded dataset2023
Maloney + Novotny LLCNONE$64,178not reported in the loaded dataset2023
OptumNONE$5,882not reported in the loaded dataset2023
Pnc Financial ServicesNONE$5,065not reported in the loaded dataset2023

Related Form 5500 pages