Bhi Senior Living, Inc. Employee Retirement Plan — Form 5500 plan (Bhi 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, Bhi Senior Living, Inc. Employee Retirement Plan is a benefit plan reported by Bhi Senior Living, Inc. under EIN 35-0931432 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,001 participants and $26,903,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bhi Senior Living, Inc.
- EIN
- 35-0931432
- Plan number
- 003
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,001
- End-of-year plan assets
- $26,903,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,001 | H, C | 20241011154822NAL0037559248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,903,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,903,490
- Net assets (BOY)
- $17,140,623
Income & contributions
- Employer contributions
- $1,047,704
- Participant contributions
- $1,650,552
- Total contributions
- $7,464,675
- Total income / additions
- $10,748,089
Expenses & distributions
- Benefits paid
- $829,677
- Administrative expenses
- $88,835
- Total expenses
- $985,222
- Net increase / (decrease)
- $9,762,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $51,433 | $0 | 2023 |
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $25,224 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,179 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bhi Senior Living, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Empower Annuity Insurance Company — Schedule C compensation
- Procourse Fiduciary Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation