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Form 5500 · Retirement plan · MASON, OH

BASCO MANUFACTURING COMPANY

The filing calls this plan BASCO MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN.

BASCO MANUFACTURING COMPANY of MASON, OH files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TRANSAMERICA LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Augustas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1267032 · plan 001 · plan year 2023, filed Apr 30, 2024

Participants at the start of the year
378
Contracts on file
1
Contract value
—
Plan year end
August

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in August.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC0August—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BASCO MANUFACTURING COMPANY
EIN 31-1267032
TRANSAMERICA RETIREMENT SOLUTIONS,
Recordkeeping and information management · EIN 13-3689044
$25,667
paid directly by the plan
9258 WEALTH MANAGEMENT LLC
INVESTMENT- ADVISORY-P1 · EIN 82-2359200
$16,623
paid directly by the plan
MESIROW FINANCIAL, INC.
INVESTMENT ADVISORY - P1 · EIN 36-3194849
$1,323
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Paid out in benefits
$2,473,339
Participants at the start of the year
378
Participants with account balances
0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 35-1307701
KRUGGEL LAWTON & COMPANY, LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

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