2023 Form 5500 filing — Bryan Health Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004155211NAL0011610465001) for Bryan Health Retirement Savings Plan, reported by Bryan Health under EIN 36-3414823 and plan number 002. It reports 9,391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004155211NAL0011610465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bryan Health
- EIN
- 36-3414823
- Plan number
- 002
- Location
- Lincoln, NE
- Participants
- 9,391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $800,694,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $800,694,324
- Employer contributions
- $27,911,754
- Participant contributions
- $34,184,566
- Total income / additions
- $197,157,437
- Benefits paid
- $46,853,275
- Administrative expenses
- $594,475
- Total expenses
- $47,447,750
- Net increase / (decrease)
- $149,709,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Union Bank & Trust Company | NONE | $525,974 | $0 |
| Fiducient Advisors | NONE | $68,501 | not reported in the loaded dataset |
| Matrix Clearance And Settlement | NONE | $0 | $0 |