2023 Form 5500 filing — The Burke Rehabilitation Hospital 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 20241015154448NAL0030218513001) for The Burke Rehabilitation Hospital Retirement Plan, reported by Burke Rehabilitation Hospital under EIN 13-1739937 and plan number 001. It reports 911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154448NAL0030218513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burke Rehabilitation Hospital
- EIN
- 13-1739937
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 911
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,233,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,233,508
- Employer contributions
- $2,384,631
- Total income / additions
- $8,645,900
- Benefits paid
- $16,076,093
- Administrative expenses
- $1,356,562
- Total expenses
- $17,432,655
- Net increase / (decrease)
- -$8,786,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Hewitt Investment | INVESTMENT ADVISORY | $442,972 | not reported in the loaded dataset |
| Bny Mellon | CUSTODIAN | $27,035 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | LEGAL | $13,493 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,408 | $0 |