Brookdale Senior Living Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Brookdale Senior Living 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, Brookdale Senior Living Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Brookdale Senior Living Inc. under EIN 20-3068069 and plan number 001. The latest loaded filing year is 2023. The filing reports 42,850 participants and $446,283,629 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brookdale Senior Living Inc.
EIN
20-3068069
Plan number
001
Plan type
2
Location
Brentwood, TN
Latest filing year
2023
Participants
42,850
End-of-year plan assets
$446,283,629

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202342,850H, C20240909152850NAL0004638081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$446,283,629
Total liabilities (EOY)
$0
Net assets (EOY)
$446,283,629
Net assets (BOY)
$411,142,128

Income & contributions

Employer contributions
$5,275,577
Participant contributions
$30,701,812
Total contributions
$40,937,194
Total income / additions
$106,074,774

Expenses & distributions

Benefits paid
$69,367,615
Administrative expenses
$784,571
Total expenses
$70,933,273
Net increase / (decrease)
$35,141,501

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$713,623$02023
Janney Montgomery ScottINVESTMENT ADVISORY$56,698not reported in the loaded dataset2023
Lbmc,PcACCOUNTANT$14,250not reported in the loaded dataset2023

Related Form 5500 pages