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Original filing (PDF)20251008153145NAL0005764897001
BCI BRANDS, LLC
Form 5500
FILING_RECEIVED
BERNARD CHAUS, INC. PENSION PLAN FOR BARGAINING UNIT EMPLOYEES
Defined-benefit pension plan
Signals · 1
42% in single holding
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Principal Global Investors" is 42% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BCI BRANDS, LLC.
Plan sponsor
Name
BCI BRANDS, LLC
EIN
87-2015233
Address
530 7TH AVE FL 18 · NEW YORK, NY · 100184855
Phone
(646) 562-4700
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3K | — |
Investments
7 direct securities · 7 pooled funds· $5.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.9M
7 holdings
Pooled Separate Account
$2.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Global Investors | — | — | $0 | $1.2M | 41.7% | |
| PRIN CAPITAL APPR SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.2M | 41.7% | |
| Principal Global Investors | — | — | $0 | $706K | 24.3% | |
| PRIN BLUE CHIP SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $706K | 24.3% | |
| Principal Global Investors | — | — | $0 | $339K | 11.7% | |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $339K | 11.7% | |
| Principal Global Investors | — | — | $0 | $240K | 8.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $240K | 8.3% | |
| Origin Asset Management LLP | — | — | $0 | $227K | 7.8% | |
| PRIN INTL I SEPARATE ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $227K | 7.8% | |
| Principal Global Investors | — | — | $0 | $151K | 5.2% | |
| PRIN GOVT & HQ BOND SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $151K | 5.2% | |
| Principal Global Investors | — | — | $0 | $30K | 1.0% | |
| PRIN LIQUID ASSETS SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $30K | 1.0% |
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