Bristol Bay Native Corporation 401(K) Savings Plan — Form 5500 plan (Bristol Bay Native Corporation)
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 Corporation 401(K) Savings Plan is a benefit plan reported by Bristol Bay Native Corporation under EIN 92-0042041 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,898 participants and $414,835,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bristol Bay Native Corporation
- EIN
- 92-0042041
- Plan number
- 002
- Plan type
- 3
- Location
- Anchorage, AK
- Latest filing year
- 2023
- Participants
- 8,898
- End-of-year plan assets
- $414,835,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,898 | H, C | 20241014192728NAL0027016545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $414,835,549
- Total liabilities (EOY)
- $613,147
- Net assets (EOY)
- $414,222,402
- Net assets (BOY)
- $345,795,340
Income & contributions
- Employer contributions
- $23,242,177
- Participant contributions
- $26,509,286
- Total contributions
- $55,068,956
- Total income / additions
- $111,681,248
Expenses & distributions
- Benefits paid
- $42,659,460
- Administrative expenses
- $589,730
- Total expenses
- $43,254,186
- Net increase / (decrease)
- $68,427,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwps | NONE | $393,921 | not reported in the loaded dataset | 2023 |
| Matrix Trust | NONE | $89,371 | $0 | 2023 |
| Ubs Financial Services Inc. | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Moss Adams | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Kpmg, LLC | NONE | $19,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bristol Bay Native Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AK
- 401(k) and benefit plan filings in Anchorage, AK
- Nwps — Schedule C compensation
- Matrix Trust — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Moss Adams — Schedule C compensation
- Kpmg, LLC — Schedule C compensation