Brightway Insurance 401(K) Plan — Form 5500 plan (Brightway Insurance, LLC)
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, Brightway Insurance 401(K) Plan is a benefit plan reported by Brightway Insurance, LLC under EIN 76-0738082 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $7,296,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brightway Insurance, LLC
- EIN
- 76-0738082
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $7,296,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20250319092836NAL0004883409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,296,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,296,847
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $210,422
- Participant contributions
- $434,150
- Total contributions
- $645,452
- Total income / additions
- $991,826
Expenses & distributions
- Benefits paid
- $876,855
- Administrative expenses
- $23,878
- Total expenses
- $900,733
- Net increase / (decrease)
- $91,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $23,878 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Wells Fargo Funds Trust | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Principal Fund | NONE | $0 | $0 | 2023 |
| Great Gray Trp Fund | NONE | $0 | $0 | 2023 |
| Wilmington Trust Europac | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brightway Insurance, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- T. Rowe Price Rps, Inc. — Schedule C compensation
- American Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Wells Fargo Funds Trust — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Principal Fund — Schedule C compensation
- Great Gray Trp Fund — Schedule C compensation
- Wilmington Trust Europac — Schedule C compensation