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Form 5500 · Employee benefit plan · HORSHAM, PA

BBU, INC.

The filing calls this plan BIMBO BAKERIES USA SAVINGS PLAN.

BBU, INC. of HORSHAM, PA is a 10,031-participant manufacturing employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Coverage is written through NATIONAL WESTERN LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-2490530 · plan 002 · plan year 2024, filed Oct 7, 2025

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How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
10,031
Active at start of year
7,292
Active at end of year
7,363
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthnot declared on this filing
Dentalnot declared on this filing
Visionnot declared on this filing
Lifeinsured — NATIONAL WESTERN LIFE INSURANCE COMPANY12 of 10,031 participants (0.1%)
Disabilitynot declared on this filing

Life: NATIONAL WESTERN LIFE INSURANCE COMPANY covers 12 of 10,031 participants (0.1%) on Schedule A.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

The filing discloses a single insured line, life, through NATIONAL WESTERN LIFE INSURANCE COMPANY.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

With 10,031 participants this is one of the larger insured groups on file in PA.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
NATIONAL WESTERN LIFE INSURANCE COMPANYLife, Annuity / GIC12Jan 1, 2025$127,295$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
BBU, INC.
EIN 75-2490530
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$422,252
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.

Money the plan held and paid out

Plan assets at year end
$1,214,872,610
Paid out in benefits
$157,384,335
Paid to insurance carriersSchedule H, line 2e(2)
$0
Accountant's opinion (Schedule H, line 3a)
Unmodified

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

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

How this plan compares

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