Plan5500

Brookshire Brothers, Inc. Short Term Disability Income Plan — Form 5500 plan (Brookshire Brothers, 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, Brookshire Brothers, Inc. Short Term Disability Income Plan is a benefit plan reported by Brookshire Brothers, Inc. under EIN 75-2692839 and plan number 505. The latest loaded filing year is 2023. The filing reports 956 participants and $500,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brookshire Brothers, Inc.
EIN
75-2692839
Plan number
505
Plan type
2
Location
Lufkin, TX
Latest filing year
2023
Participants
956
End-of-year plan assets
$500,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023956H, C20241108110201NAL0006676643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$500,889
Total liabilities (EOY)
$39,121
Net assets (EOY)
$461,768
Net assets (BOY)
$397,174

Income & contributions

Participant contributions
$403,938
Total contributions
$403,938
Total income / additions
$414,070

Expenses & distributions

Benefits paid
$310,966
Administrative expenses
$38,510
Total expenses
$349,476
Net increase / (decrease)
$64,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National Life Insurance CoNONE$18,929not reported in the loaded dataset2023
Goff & Herrington, P.C.NONE$14,500not reported in the loaded dataset2023

Related Form 5500 pages