2023 Form 5500 filing — Bronx Center Healthcare Systems 401(K) 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 20241015083153NAL0029024353001) for Bronx Center Healthcare Systems 401(K) Plan, reported by Bronx Center For Rehabilitation & Healthcare under EIN 13-4021585 and plan number 001. It reports 10,813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083153NAL0029024353001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bronx Center For Rehabilitation & Healthcare
- EIN
- 13-4021585
- Plan number
- 001
- Location
- Bronx, NY
- Participants
- 10,813
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,213,459
- Total liabilities (EOY)
- $416,563
- Net assets (EOY)
- $63,796,896
- Employer contributions
- $828,362
- Participant contributions
- $8,862,975
- Total income / additions
- $18,465,378
- Benefits paid
- $4,354,392
- Administrative expenses
- $515,108
- Total expenses
- $4,945,556
- Net increase / (decrease)
- $13,519,822
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benefit Advantage, Inc. | RECORDKEEPER | $245,630 | $0 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $216,723 | $0 |
| Global Retirement Partners | INVESTMENT ADVISORY-PLAN | $54,352 | not reported in the loaded dataset |
| Lpl Financial | BROKER | $0 | $1 |