Bimbo Bakeries Usa Defined Benefit Pension Trust — Form 5500 plan (Bbu, Inc.)
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, Bimbo Bakeries Usa Defined Benefit Pension Trust is a benefit plan reported by Bbu, Inc. under EIN 56-2520491 and plan number 200. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $508,228,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bbu, Inc.
- EIN
- 56-2520491
- Plan number
- 200
- Plan type
- 4
- Location
- Horsham, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $508,228,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241011122422NAL0010909299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $508,228,601
- Total liabilities (EOY)
- $8,204,646
- Net assets (EOY)
- $500,023,955
- Net assets (BOY)
- $495,141,111
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,863,920
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,981,076
- Total expenses
- $3,981,076
- Net increase / (decrease)
- $4,882,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors | NONE | $729,149 | not reported in the loaded dataset | 2023 |
| Telus Health Us Limited | NONE | $719,016 | not reported in the loaded dataset | 2023 |
| Jpmcb Strategic Property Fund | NONE | $536,952 | not reported in the loaded dataset | 2023 |
| Cibc Mellon Global Sec Svcs Co | NONE | $441,877 | $0 | 2023 |
| Mercer | NONE | $326,858 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $81,000 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles And Co | NONE | $79,792 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $72,217 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis, And Bockius | NONE | $54,406 | not reported in the loaded dataset | 2023 |
| Transperfect Legal Solutions | NONE | $49,819 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bbu, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Horsham, PA
- Nisa Investment Advisors — Schedule C compensation
- Telus Health Us Limited — Schedule C compensation
- Jpmcb Strategic Property Fund — Schedule C compensation
- Cibc Mellon Global Sec Svcs Co — Schedule C compensation
- Mercer — Schedule C compensation
- Cbiz — Schedule C compensation
- Loomis, Sayles And Co — Schedule C compensation
- Blackrock — Schedule C compensation
- Morgan, Lewis, And Bockius — Schedule C compensation
- Transperfect Legal Solutions — Schedule C compensation