Back to filter
Original filing (PDF)20240808095829NAL0008354720001
BBGY, INC.
Form 5500
FILING_RECEIVED
BBGY, INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BBGY, INC..
Plan sponsor
Name
BBGY, INC.
EIN
22-3966360
Address
201 IRON VALLEY DRIVE · LEBANON, PA · 17042
Phone
(717) 279-7409
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-08
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AP BENEFIT ADVISORS, LLC AN ASSURED | — | LANCASTER, PA | BROKER | $680 | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $680 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $0 | — |
| CAPITAL BLUE CROSS | 23-0455154 | — | ADMIN | -$6 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Construction plans
SEEBURGER AND SONS ROOFING INC
SEEBURGER & SONS ROOFING INC 401K PLAN
$0
WESTFALL INC. DBA COAST CONSTRUCTION
WESTFALL INC. DBA COAST CONST 401(K) P/S PLAN
$0
BLUE STAR STEEL INC
BLUE STAR STEEL INC 401K
$0
AUSTIN CONSTRUCTION, INC.
AUSTIN CONSTRUCTION, INC. 401K RETIREMENT SAVINGS PLAN
$0
NEIGHBORHOOD HEATING AND COOLING, LLC
DANIEL HOOD ROOFING SYSTEMS 401(K) PLAN
$0
MASONRY DESIGN, INC.
MASONRY DESIGN, INC. 401(K) PROFIT SHARING PLAN
$0
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B