Beneficial Employees Security Trust Of Utah — Form 5500 plan (Best Of Utah)
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, Beneficial Employees Security Trust Of Utah is a benefit plan reported by Best Of Utah under EIN 95-6769105 and plan number 504. The latest loaded filing year is 2023. The filing reports 27,078 participants and $1,157,740 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)-$99.7KPlan net assets, end of year-$99,704
Participants27.1KCovered participants reported27,078
Assets / participant$43Computed: assets ÷ participants$43 (computed)
Provider compensation$15.5K1 Schedule C provider row(s)$15,471
- Plan sponsor
- Best Of Utah
- EIN
- 95-6769105
- Plan number
- 504
- Plan type
- 3
- Location
- Corona Del Mar, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,078 | H, C | 20250515234253NAL0013733363001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.2M total assets
Net assets-$99.7KLiabilities$1.3M
Full reported line items
Net assets
- Total assets (EOY)
- $1,157,740
- Total liabilities (EOY)
- $1,257,444
- Net assets (EOY)
- -$99,704
- Net assets (BOY)
- -$85,583
Income & contributions
- Employer contributions
- $9,329,258
- Total contributions
- $9,329,258
- Total income / additions
- $9,330,632
Expenses & distributions
- Benefits paid
- $9,329,258
- Administrative expenses
- $15,495
- Total expenses
- $9,344,753
- Net increase / (decrease)
- -$14,121
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Benefits paid ÷ total income100%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Pun Group, Llp | not reported in the loaded dataset | $15,471 | not reported in the loaded dataset | 2023 |