2023 Form 5500 filing — The Brightview Senior Living 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 20250130075136NAL0000495249001) for The Brightview Senior Living 401(K) Plan, reported by Brightview Senior Living, LLC under EIN 52-2124576 and plan number 001. It reports 5,479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130075136NAL0000495249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brightview Senior Living, LLC
- EIN
- 52-2124576
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 5,479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,557,281
- Total liabilities (EOY)
- $91,849
- Net assets (EOY)
- $87,465,432
- Employer contributions
- $2,238,831
- Participant contributions
- $10,372,015
- Total income / additions
- $26,190,275
- Benefits paid
- $7,079,857
- Administrative expenses
- $401,168
- Total expenses
- $7,614,713
- Net increase / (decrease)
- $18,575,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $377,604 | $0 |
| Stout, Causey & Horning, P.A. | AUDITOR | $20,150 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |