Burris Logistics Retirement Plan — Form 5500 plan (Burris Logistics)

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, Burris Logistics Retirement Plan is a benefit plan reported by Burris Logistics under EIN 52-1518037 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,063 participants and $95,019,168 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Burris Logistics
EIN
52-1518037
Plan number
002
Plan type
2
Location
Milford, DE
Latest filing year
2023
Participants
2,063
End-of-year plan assets
$95,019,168

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,063H, C20240916143924NAL0001623121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$95,019,168
Total liabilities (EOY)
$0
Net assets (EOY)
$95,019,168
Net assets (BOY)
$80,599,383

Income & contributions

Employer contributions
$4,113,320
Participant contributions
$5,988,518
Total contributions
$12,732,842
Total income / additions
$25,013,231

Expenses & distributions

Benefits paid
$10,458,473
Administrative expenses
$119,520
Total expenses
$10,593,446
Net increase / (decrease)
$14,419,785

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$119,520$02023

Related Form 5500 pages