Bramco Retirement Plan — Form 5500 plan (Bramco 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, Bramco Retirement Plan is a benefit plan reported by Bramco Inc. under EIN 61-0140340 and plan number 002. The latest loaded filing year is 2023. The filing reports 715 participants and $83,857,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bramco Inc.
- EIN
- 61-0140340
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 715
- End-of-year plan assets
- $83,857,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 715 | H, C | 20240731111435NAL0021395601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,857,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,857,165
- Net assets (BOY)
- $70,041,408
Income & contributions
- Employer contributions
- $2,791,885
- Participant contributions
- $5,000,929
- Total contributions
- $8,229,434
- Total income / additions
- $21,165,626
Expenses & distributions
- Benefits paid
- $7,213,514
- Administrative expenses
- $136,355
- Total expenses
- $7,349,869
- Net increase / (decrease)
- $13,815,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $99,452 | $0 | 2023 |
| Highland Consulting Associates Inc | CONSULTANT | $36,903 | not reported in the loaded dataset | 2023 |