Bryan Health Retirement Savings Plan — Form 5500 plan (Bryan Health)

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, Bryan Health Retirement Savings Plan is a benefit plan reported by Bryan Health under EIN 36-3414823 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,391 participants and $800,694,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bryan Health
EIN
36-3414823
Plan number
002
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
9,391
End-of-year plan assets
$800,694,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,391H, C20241004155211NAL0011610465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$800,694,324
Total liabilities (EOY)
$0
Net assets (EOY)
$800,694,324
Net assets (BOY)
$582,504,949

Income & contributions

Employer contributions
$27,911,754
Participant contributions
$34,184,566
Total contributions
$67,228,182
Total income / additions
$197,157,437

Expenses & distributions

Benefits paid
$46,853,275
Administrative expenses
$594,475
Total expenses
$47,447,750
Net increase / (decrease)
$149,709,687

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Union Bank & Trust CompanyNONE$525,974$02023
Fiducient AdvisorsNONE$68,501not reported in the loaded dataset2023
Matrix Clearance And SettlementNONE$0$02023

Related Form 5500 pages