Bupa Worldwide Corporation 401(K) Plan — Form 5500 plan (Bupa Worldwide Corporation)
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, Bupa Worldwide Corporation 401(K) Plan is a benefit plan reported by Bupa Worldwide Corporation under EIN 59-2729914 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $22,113,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bupa Worldwide Corporation
- EIN
- 59-2729914
- Plan number
- 001
- Plan type
- 2
- Location
- Palmetto Bay, FL
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $22,113,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241010093530NAL0011338467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,113,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,113,311
- Net assets (BOY)
- $23,561,769
Income & contributions
- Employer contributions
- $643,562
- Participant contributions
- $884,167
- Total contributions
- $1,533,195
- Total income / additions
- $4,876,563
Expenses & distributions
- Benefits paid
- $6,193,789
- Administrative expenses
- $80,797
- Total expenses
- $6,325,021
- Net increase / (decrease)
- -$1,448,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group LLC | INVESTMENT/FINANCIAL ADVI | $44,943 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $35,853 | $0 | 2023 |