Brooks Memorial Hospital Union Employees' Pension Plan — Form 5500 plan (Brooks-Tlc Hospital System, Inc.)
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, Brooks Memorial Hospital Union Employees' Pension Plan is a benefit plan reported by Brooks-Tlc Hospital System, Inc. under EIN 16-0743301 and plan number 002. The latest loaded filing year is 2023. The filing reports 261 participants and $16,197,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brooks-Tlc Hospital System, Inc.
- EIN
- 16-0743301
- Plan number
- 002
- Plan type
- 2
- Location
- Dunkirk, NY
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $16,197,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241015084945NAL0027869153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,197,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,197,322
- Net assets (BOY)
- $15,800,537
Income & contributions
- Employer contributions
- $7,879
- Total contributions
- $7,879
- Total income / additions
- $1,661,858
Expenses & distributions
- Benefits paid
- $884,287
- Administrative expenses
- $380,786
- Total expenses
- $1,265,073
- Net increase / (decrease)
- $396,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier | NONE | $75,846 | not reported in the loaded dataset | 2023 |
| Burke Group | NONE | $52,989 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $38,700 | not reported in the loaded dataset | 2023 |
| Compass One | NONE | $5,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brooks-Tlc Hospital System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Dunkirk, NY
- Manning & Napier — Schedule C compensation
- Burke Group — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Compass One — Schedule C compensation