2023 Form 5500 filing — Brooks Memorial Hospital Union Employees' Pension 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 20241015084945NAL0027869153001) for Brooks Memorial Hospital Union Employees' Pension Plan, reported by Brooks-Tlc Hospital System, Inc. under EIN 16-0743301 and plan number 002. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084945NAL0027869153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brooks-Tlc Hospital System, Inc.
- EIN
- 16-0743301
- Plan number
- 002
- Location
- Dunkirk, NY
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,197,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,197,322
- Employer contributions
- $7,879
- Total income / additions
- $1,661,858
- Benefits paid
- $884,287
- Administrative expenses
- $380,786
- Total expenses
- $1,265,073
- Net increase / (decrease)
- $396,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier | NONE | $75,846 | not reported in the loaded dataset |
| Burke Group | NONE | $52,989 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $38,700 | not reported in the loaded dataset |
| Compass One | NONE | $5,600 | not reported in the loaded dataset |