The Bronx Defenders 403(B) Plan — Form 5500 plan (The Bronx Defenders)

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 Bronx Defenders 403(B) Plan is a benefit plan reported by The Bronx Defenders under EIN 13-3931074 and plan number 001. The latest loaded filing year is 2023. The filing reports 768 participants and $21,638,034 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.6MPlan net assets, end of year$21,638,034
Participants768Covered participants reported
Assets / participant$28.2KComputed: assets ÷ participants$28,175 (computed)
Provider compensation$75.3K6 Schedule C provider row(s)$75,260
Plan sponsor
The Bronx Defenders
EIN
13-3931074
Plan number
001
Plan type
2
Location
Bronx, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023768H, C20241015082522NAL0047026112001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21.6M total assets
Net assets$21.6MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$1.1M
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$21,638,034
Total liabilities (EOY)
$0
Net assets (EOY)
$21,638,034
Net assets (BOY)
$16,843,675

Income & contributions

Employer contributions
$1,136,366
Participant contributions
$1,693,682
Total contributions
$2,883,612
Total income / additions
$5,969,531

Expenses & distributions

Benefits paid
$1,161,430
Administrative expenses
$13,742
Total expenses
$1,175,172
Net increase / (decrease)
$4,794,359
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCBROKER/ADVISOR$0$46,0082023
Empower Advisory Group, LLCINVESTMENT MGMT$12,067not reported in the loaded dataset2023
American Pension LLCCONTRACT ADMINISTRATOR$0$10,0002023
Morningstar Inc Morningstar As LLCOTHER$3,637not reported in the loaded dataset2023
Empower Life & Annuity Insurance SvRECORDKEEPER$3,352$02023
Morgan Stanley Insurance Services IBROKER/ADVISOR$0$1962023

Related Form 5500 pages