Back to filter
Original filing (PDF)20250627141631NAL0009465489001
BDP MANAGEMENT
Form 5500
FILING_RECEIVED
BDP MANAGEMENT HEALTH INSURANCE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
180
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 BDP MANAGEMENT.
Plan sponsor
Name
BDP MANAGEMENT
EIN
81-0904989
Address
55 JEWELERS PARK DRIVE STE 500 · NEENAH, WI · 54956
Phone
(812) 632-0563
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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 Arts, Entertainment, Recreation plans
AULT HEALTH COACHING, LLC.
AULT HEALTH COACHING, LLC. SOCA BENEFIT PLAN
$0
PICKERINGTON ATA, LLP
PICKERINGTON ATA, LLP SOCA BENEFIT PLAN
$0
PAYSON GOLF & COUNTRY CLUB LLC
PAYSON GOLF & COUNTRY CLUB LLC 401K PS PLAN
$0
FIGURELLA NEWTON LLC
FIGURELLA 401(K) RETIREMENT PLAN
$0 · 4 participants
SCHWEITZER MOUNTAIN, LLC
SCHWEITZER MOUNTAIN, LLC 401(K) PLAN
$0
ETS MOORHEAD
ETS MOORHEAD 401(K) PLAN
$0
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
