Bass Retirement Plan — Form 5500 plan (Bepco, L.P.)
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, Bass Retirement Plan is a benefit plan reported by Bepco, L.P. under EIN 75-1076930 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,391 participants and $330,976,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bepco, L.P.
- EIN
- 75-1076930
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 2,391
- End-of-year plan assets
- $330,976,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,391 | H, C | 20240709165359NAL0029833170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $330,976,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $330,976,884
- Net assets (BOY)
- $322,864,636
Income & contributions
- Total contributions
- $0
- Total income / additions
- $31,018,973
Expenses & distributions
- Benefits paid
- $19,375,585
- Administrative expenses
- $3,531,140
- Total expenses
- $22,906,725
- Net increase / (decrease)
- $8,112,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | NONE | $1,050,946 | not reported in the loaded dataset | 2023 |
| Luther King Capital Mgmt. Corp. | NONE | $254,084 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $187,830 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $111,461 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $88,609 | not reported in the loaded dataset | 2023 |
| Whitley Penn | NONE | $33,475 | not reported in the loaded dataset | 2023 |
| Locke Lord Bissel & Liddell Llp | NONE | $11,066 | not reported in the loaded dataset | 2023 |
| Marketing Communications Res., Inc. | NONE | $5,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bepco, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Northern Trust Company — Schedule C compensation
- Luther King Capital Mgmt. Corp. — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Blackrock — Schedule C compensation
- Whitley Penn — Schedule C compensation
- Locke Lord Bissel & Liddell Llp — Schedule C compensation
- Marketing Communications Res., Inc. — Schedule C compensation