2023 Form 5500 filing — Bhi Senior Living, Inc. Employee Retirement 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 20241011154822NAL0037559248001) for Bhi Senior Living, Inc. Employee Retirement Plan, reported by Bhi Senior Living, Inc. under EIN 35-0931432 and plan number 003. It reports 1,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26.9MReported net assets$26,903,490
Participants1K1,001
Provider compensation$88.8K3 Schedule C row(s)$88,836
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011154822NAL0037559248001
- Plan sponsor
- Bhi Senior Living, Inc.
- EIN
- 35-0931432
- Plan number
- 003
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.9M total assets
Net assets$26.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,903,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,903,490
- Employer contributions
- $1,047,704
- Participant contributions
- $1,650,552
- Total income / additions
- $10,748,089
- Benefits paid
- $829,677
- Administrative expenses
- $88,835
- Total expenses
- $985,222
- Net increase / (decrease)
- $9,762,867
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $51,433 | $0 |
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $25,224 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,179 | not reported in the loaded dataset |