Bluegrass Natural Resources, LLC 401(K) Plan — Form 5500 plan (Bluegrass Natural Resources, 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, Bluegrass Natural Resources, LLC 401(K) Plan is a benefit plan reported by Bluegrass Natural Resources, LLC under EIN 88-1711423 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $5,394,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bluegrass Natural Resources, LLC
- EIN
- 88-1711423
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $5,394,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20241010121821NAL0020051377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,394,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,394,449
- Net assets (BOY)
- $3,842,201
Income & contributions
- Employer contributions
- $719,616
- Participant contributions
- $1,229,107
- Total contributions
- $1,948,723
- Total income / additions
- $2,575,884
Expenses & distributions
- Benefits paid
- $966,908
- Administrative expenses
- $49,945
- Total expenses
- $1,023,636
- Net increase / (decrease)
- $1,552,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,074 | $0 | 2023 |
| Osaic Advisory Services LLC | INVESTMENT ADVISOR | $23,424 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,447 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bluegrass Natural Resources, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Empower Annuity Insurance Company O — Schedule C compensation
- Osaic Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation