Employers › Brighthouse Services
Recordkeeping fees per participant · Brighthouse Services, LLC Savings Plan and Trust · plan year 2024
$13.26
Higher than 12% of the 1,697 plans $250M to 1B that report it.
= $23,272 / 1,755
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250912075958NAL0000990960001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912075958NAL0000990960001, received 2025-09-12
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-12.
Administrative expenses excluding investment management, per participant
$13.26
Higher than 7% of the 2,324 plans $250M to 1B that report it.
= $23,272 / 1,755
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250912075958NAL0000990960001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912075958NAL0000990960001, received 2025-09-12
Administrative expenses per participant
$13.26
Higher than 5% of the 2,405 plans $250M to 1B that report it.
= $23,272 / 1,755
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912075958NAL0000990960001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912075958NAL0000990960001, received 2025-09-12
Administrative expenses as a share of assets
0.007%
Higher than 4% of the 2,407 plans $250M to 1B that report it.
= $23,272 / $322,816,032
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912075958NAL0000990960001, received 2025-09-12
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250912075958NAL0000990960001, received 2025-09-12
Employer contributions per participant
$11,593
Higher than 96% of the 2,457 plans $250M to 1B that report it.
= $20,346,258 / 1,755
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912075958NAL0000990960001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912075958NAL0000990960001, received 2025-09-12
Employer share of total contributions
48.6%
Higher than 90% of the 2,459 plans $250M to 1B that report it.
= $20,346,258 / $41,895,247
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912075958NAL0000990960001, received 2025-09-12
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250912075958NAL0000990960001, received 2025-09-12
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250912075958NAL0000990960001, received 2025-09-12
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BRIGHTHOUSE SERVICES, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Plan name | BRIGHTHOUSE SERVICES, LLC SAVINGS PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Sponsor EIN / plan number | 81-3094008 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Sponsor location | CHARLOTTE, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Industry (business code) | 524140, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Filing received | 2025-09-12 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Participants, beginning of year | 1,801 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Active participants | 1,425 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Participants, end of year | 1,781 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Participants with an account balance | 1,755 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Total assets, beginning of year | $263,303,411 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Total assets, end of year | $322,816,032 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Net assets, end of year | $322,365,201 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Total income | $83,589,211 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Net income | $59,170,103 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Employer contributions | $20,346,258 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Participant contributions | $19,187,489 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Other contributions (incl. rollovers) | $2,361,500 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Total contributions | $41,895,247 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Benefit payments | $24,395,836 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Total expenses (incl. benefit payments) | $24,419,108 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Total administrative expenses | $23,272 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Recordkeeping fees | $23,272 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Administrative expenses excluding investment management | $23,272 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Held in mutual funds | $301,694,749 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250912075958NAL0000990960001, received 2025-09-12 |
| Independent auditor | CROWE, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250912075958NAL0000990960001, received 2025-09-12 |
Position = column in the DOL layout for form year 2024. Filing 20250912075958NAL0000990960001, received 2025-09-12.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MILLIMAN, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan | $22,199 | no |
| CHARLES SCHWAB TRUST BANK | NONE | 19 Custodial (securities); 25 Trustee (directed); 59 Shareholder servicing fees | $0 | yes |
| CHARLES SCHWAB & CO., INC. | NONE | 19 Custodial (securities); 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 62 Float revenue | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250912075958NAL0000990960001, received 2025-09-12.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $263,303,411 | $322,816,032 | 22.6% |
| Participants with a balance | 1,790 | 1,755 | -2.0% |
| Administrative expenses | $20,163 | $23,272 | 15.4% |
| Recordkeeping fees per participant | $11.26 | $13.26 | 17.7% |
| Employer contributions | $19,776,611 | $20,346,258 | 2.9% |
Prior filing 20240813124105NAL0010428481001, received 2024-08-13; the plan years are contiguous.
Sponsor name as filed: BRIGHTHOUSE SERVICES, LLC; SEC registrant: Brighthouse Services, LLC (CIK 1798684, matched by EIN).