Bristol Bay Native Association 401(K) Plan — Form 5500 plan (Bristol Bay Native Association)
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, Bristol Bay Native Association 401(K) Plan is a benefit plan reported by Bristol Bay Native Association under EIN 92-0041473 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $8,379,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bristol Bay Native Association
- EIN
- 92-0041473
- Plan number
- 001
- Plan type
- 2
- Location
- Dillingham, AK
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $8,379,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241008115508NAL0016568945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,379,115
- Total liabilities (EOY)
- $200
- Net assets (EOY)
- $8,378,915
- Net assets (BOY)
- $7,785,458
Income & contributions
- Employer contributions
- $375,368
- Participant contributions
- $278,498
- Total contributions
- $653,866
- Total income / additions
- $1,641,073
Expenses & distributions
- Benefits paid
- $1,047,616
- Administrative expenses
- $0
- Total expenses
- $1,047,616
- Net increase / (decrease)
- $593,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alera Investment Advisors | REGISTERED INVESTMENT AD | $28,934 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $4,713 | not reported in the loaded dataset | 2023 |