form5500lookup

Form 5500 · Retirement plan · FORT WORTH, TX

BEPCO, L.P.

The filing calls this plan BASS RETIREMENT PLAN.

BEPCO, L.P. of FORT WORTH, TX files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PACIFIC 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
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-1076930 · plan 002 · plan year 2025, filed Jul 20, 2026

Participants at the start of the year
1,768
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

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

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PACIFIC LIFE INSURANCE COMPANYAnnuity / GIC703December$54,969,781$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

NORTHERN TRUST COMPANY
Named on Schedule C · EIN 36-1561860
$864,730
paid directly by the plan
WILLIS TOWERS WATSON US LLC
Named on Schedule C · EIN 53-0181291
$589,673
paid directly by the plan
LUTHER KING CAPITAL MGMT. CORP.
Named on Schedule C · EIN 75-1630300
$146,269
paid directly by the plan
BLACKROCK
Named on Schedule C · EIN 94-3112180
$36,352
paid directly by the plan
NISA INVESTMENT ADVISORS LLC
Named on Schedule C · EIN 48-1140940
$36,043
paid directly by the plan
TROUTMAN SANDERS LLP
Named on Schedule C · EIN 58-0946915
$26,717
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 3 employees, 0 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
3
Hours worked
5,485
Recordable cases
0
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$268,583,349
Paid out in benefits
$72,633,492
Participants at the start of the year
1,768

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

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$39,000

From Schedule H of this filing.

Other plans filed by this employer

More employer plans in Texas — largest plans, brokers, carriers and renewal months.