Bmc Software, Inc. Savings And Investment Plan — Form 5500 plan (Bmc Software, 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, Bmc Software, Inc. Savings And Investment Plan is a benefit plan reported by Bmc Software, Inc. under EIN 74-2126120 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,807 participants and $1,216,098,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bmc Software, Inc.
- EIN
- 74-2126120
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 4,807
- End-of-year plan assets
- $1,216,098,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,807 | H, C | 20241003112605NAL0016962384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,216,098,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,216,098,098
- Net assets (BOY)
- $1,070,119,390
Income & contributions
- Employer contributions
- $14,935,127
- Participant contributions
- $32,860,275
- Total contributions
- $53,547,272
- Total income / additions
- $269,716,595
Expenses & distributions
- Benefits paid
- $122,968,262
- Administrative expenses
- $732,241
- Total expenses
- $123,737,887
- Net increase / (decrease)
- $145,978,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $304,134 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $139,576 | $0 | 2023 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $96,776 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | ACCOUNTANT/AUDITOR | $26,500 | not reported in the loaded dataset | 2023 |
| Morris, Manning & Martin, Llp | ATTORNEY/LEGAL | $21,716 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bmc Software, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Morris, Manning & Martin, Llp — Schedule C compensation