The Pension Plan And Trust For The Employees Of Bronxcare Health System — 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, The Pension Plan And Trust For The Employees Of Bronxcare Health System is a benefit plan reported by Bronxcare Health System under EIN 13-1974191 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,507 participants and $276,437,273 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
003
Plan type
2
Location
Bronx, NY
Latest filing year
2023
Participants
1,507
End-of-year plan assets
$276,437,273

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,507H, C20241011104321NAL0010830499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$276,437,273
Total liabilities (EOY)
$0
Net assets (EOY)
$276,437,273
Net assets (BOY)
$236,461,388

Income & contributions

Employer contributions
$11,609,000
Total contributions
$11,609,000
Total income / additions
$51,555,440

Expenses & distributions

Benefits paid
$11,213,780
Administrative expenses
$365,775
Total expenses
$11,579,555
Net increase / (decrease)
$39,975,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Trust Co.CONSULTANT$365,775not reported in the loaded dataset2023

Related Form 5500 pages