Belfor Group 401(K) Plan — Form 5500 plan (Belfor Usa Group, 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, Belfor Group 401(K) Plan is a benefit plan reported by Belfor Usa Group, Inc. under EIN 84-1309171 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,627 participants and $144,108,871 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belfor Usa Group, Inc.
- EIN
- 84-1309171
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, MI
- Latest filing year
- 2023
- Participants
- 2,627
- End-of-year plan assets
- $144,108,871
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,627 | H, C | 20241014152951NAL0013538883002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,108,871
- Net assets (EOY)
- $144,108,871
- Net assets (BOY)
- $122,392,157
Income & contributions
- Employer contributions
- $3,282,086
- Participant contributions
- $8,556,569
- Total contributions
- $12,323,190
- Total income / additions
- $36,078,295
Expenses & distributions
- Benefits paid
- $14,159,071
- Administrative expenses
- $194,599
- Total expenses
- $14,361,581
- Net increase / (decrease)
- $21,716,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $166,118 | $0 | 2023 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Jack M Schultz, Pc | LEGAL | $8,481 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belfor Usa Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Birmingham, MI
- Transamerica Retirement Solutions — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Jack M Schultz, Pc — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation