2023 Form 5500 filing — Brothers Of Mercy 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 20241015131951NAL0016473619001) for Brothers Of Mercy Retirement Savings Plan, reported by Brothers Of Mercy Nursing Home Company, Inc. Dba Brothers Of Mercy Nur under EIN 23-7155198 and plan number 001. It reports 599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131951NAL0016473619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brothers Of Mercy Nursing Home Company, Inc. Dba Brothers Of Mercy Nur
- EIN
- 23-7155198
- Plan number
- 001
- Location
- Clarence, NY
- Participants
- 599
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,293,958
- Total liabilities (EOY)
- $40,977
- Net assets (EOY)
- $11,252,981
- Employer contributions
- $308,100
- Participant contributions
- $680,470
- Total income / additions
- $2,683,533
- Benefits paid
- $2,128,261
- Administrative expenses
- $49,321
- Total expenses
- $2,173,637
- Net increase / (decrease)
- $509,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cadaret Grant & Co Inc | BROKER/DEALER | $0 | $21,638 |
| Acturial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $0 | $9,738 |