Bowie-Cass Electric Cooperative, Inc. Retirement Plan — Form 5500 plan (Bowie-Cass Electric Cooperative, 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, Bowie-Cass Electric Cooperative, Inc. Retirement Plan is a benefit plan reported by Bowie-Cass Electric Cooperative, Inc. under EIN 75-0150318 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $31,336,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bowie-Cass Electric Cooperative, Inc.
EIN
75-0150318
Plan number
001
Plan type
2
Location
Douglassville, TX
Latest filing year
2023
Participants
159
End-of-year plan assets
$31,336,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20241004110035NAL0011333537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,336,661
Total liabilities (EOY)
$0
Net assets (EOY)
$31,336,661
Net assets (BOY)
$26,515,858

Income & contributions

Employer contributions
$2,056,000
Total contributions
$2,056,000
Total income / additions
$5,921,321

Expenses & distributions

Benefits paid
$1,045,713
Administrative expenses
$54,805
Total expenses
$1,100,518
Net increase / (decrease)
$4,820,803

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis Wealth Advisors, LLCNONE$54,805not reported in the loaded dataset2023

Related Form 5500 pages