Brothers Of Mercy Retirement Savings Plan — Form 5500 plan (Brothers Of Mercy Nursing Home Company, Inc. Dba Brothers Of Mercy Nur)

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, Brothers Of Mercy Retirement Savings Plan is a benefit plan reported by Brothers Of Mercy Nursing Home Company, Inc. Dba Brothers Of Mercy Nur under EIN 23-7155198 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $11,293,958 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brothers Of Mercy Nursing Home Company, Inc. Dba Brothers Of Mercy Nur
EIN
23-7155198
Plan number
001
Plan type
2
Location
Clarence, NY
Latest filing year
2023
Participants
599
End-of-year plan assets
$11,293,958

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023599H, C20241015131951NAL0016473619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,293,958
Total liabilities (EOY)
$40,977
Net assets (EOY)
$11,252,981
Net assets (BOY)
$10,743,085

Income & contributions

Employer contributions
$308,100
Participant contributions
$680,470
Total contributions
$995,452
Total income / additions
$2,683,533

Expenses & distributions

Benefits paid
$2,128,261
Administrative expenses
$49,321
Total expenses
$2,173,637
Net increase / (decrease)
$509,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cadaret Grant & Co IncBROKER/DEALER$0$21,6382023
Acturial Consulting Services, Inc.THIRD PARTY ADMINISTRATO$0$9,7382023

Related Form 5500 pages