2023 Form 5500 filing — The Frozen Pension Plan And Trust For The Employees Of Bronxcare Health System
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 20241011104915NAL0021703121001) for The Frozen Pension Plan And Trust For The Employees Of Bronxcare Health System, reported by Bronxcare Health System under EIN 13-1974191 and plan number 001. It reports 707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104915NAL0021703121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bronxcare Health System
- EIN
- 13-1974191
- Plan number
- 001
- Location
- Bronx, NY
- Participants
- 707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,545,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,545,335
- Employer contributions
- $304,167
- Total income / additions
- $3,262,002
- Benefits paid
- $7,079,119
- Administrative expenses
- $48,262
- Total expenses
- $7,127,381
- Net increase / (decrease)
- -$3,865,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Co. | CONSULTANT | $48,262 | not reported in the loaded dataset |