2023 Form 5500 filing — Bon Secours Charity Health System Tax Sheltered Annuity 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 20260213115921NAL0001453379001) for Bon Secours Charity Health System Tax Sheltered Annuity Plan, reported by Bon Secours Charity Health System, Inc under EIN 91-2135195 and plan number 002. It reports 4,554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260213115921NAL0001453379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bon Secours Charity Health System, Inc
- EIN
- 91-2135195
- Plan number
- 002
- Location
- Suffern, NY
- Participants
- 4,554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $292,459,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $292,459,242
- Employer contributions
- $6,472,737
- Participant contributions
- $17,456,913
- Total income / additions
- $64,910,807
- Benefits paid
- $23,424,005
- Administrative expenses
- $571,256
- Total expenses
- $24,068,414
- Net increase / (decrease)
- $40,842,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $316,734 | $0 |
| Empower Advisory Group, LLC | NONE | $247,575 | not reported in the loaded dataset |
| Cappfinancial (Captrust) | NONE | $25,000 | not reported in the loaded dataset |