Bronxcare Health System Retirement Plan — Form 5500 plan (Bronxcare Health System)

Plain-English plan 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, Bronxcare Health System Retirement Plan is a benefit plan reported by Bronxcare Health System under EIN 13-1974191 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,681 participants and $122,982,758 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bronxcare Health System
EIN
13-1974191
Plan number
002
Plan type
2
Location
Bronx, NY
Latest filing year
2023
Participants
1,681
End-of-year plan assets
$122,982,758

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,681H, C20241014082108NAL0025715537003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$122,982,758
Net assets (EOY)
$122,982,758
Net assets (BOY)
$105,831,696

Income & contributions

Employer contributions
$7,480,895
Total contributions
$7,480,895
Total income / additions
$22,942,566

Expenses & distributions

Benefits paid
$5,514,538
Administrative expenses
$276,966
Total expenses
$5,791,504
Net increase / (decrease)
$17,151,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Service CoNONE$276,966$02023

Related Form 5500 pages