Bronson Healthcare Retirement Plan — Form 5500 plan (Bronson Healthcare Group, 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, Bronson Healthcare Retirement Plan is a benefit plan reported by Bronson Healthcare Group, Inc. under EIN 38-2418383 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,603 participants and $306,108,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bronson Healthcare Group, Inc.
- EIN
- 38-2418383
- Plan number
- 004
- Plan type
- 2
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 4,603
- End-of-year plan assets
- $306,108,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,603 | H, C | 20241014075552NAL0045242032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $306,108,447
- Total liabilities (EOY)
- $372,184
- Net assets (EOY)
- $305,736,263
- Net assets (BOY)
- $287,108,996
Income & contributions
- Total contributions
- $0
- Total income / additions
- $40,420,850
Expenses & distributions
- Benefits paid
- $17,918,511
- Administrative expenses
- $3,875,072
- Total expenses
- $21,793,583
- Net increase / (decrease)
- $18,627,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE KNOWN | $485,482 | not reported in the loaded dataset | 2023 |
| William Blair Investment Mngmt, LLC | NONE KNOWN | $321,351 | $0 | 2023 |
| Jpmorgan Investment Management Inc | NONE KNOWN | $207,262 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management, LLC | NONE KNOWN | $198,456 | $0 | 2023 |
| Boston Partners Glbl Investors Inc. | NONE KNOWN | $180,312 | $0 | 2023 |
| Cohen & Steers Capital Mgmt, Inc. | NONE KNOWN | $175,497 | $0 | 2023 |
| D.F. Dent And Company, Inc. | NONE KNOWN | $123,390 | $0 | 2023 |
| Segall Bryant & Hamill, LLC | NONE KNOWN | $117,082 | $0 | 2023 |
| Wedge Capital Management Llp | NONE KNOWN | $86,426 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE KNOWN | $77,245 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bronson Healthcare Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Kalamazoo, MI
- Willis Towers Watson Us LLC — Schedule C compensation
- William Blair Investment Mngmt, LLC — Schedule C compensation
- Jpmorgan Investment Management Inc — Schedule C compensation
- Eagle Capital Management, LLC — Schedule C compensation
- Boston Partners Glbl Investors Inc. — Schedule C compensation
- Cohen & Steers Capital Mgmt, Inc. — Schedule C compensation
- D.F. Dent And Company, Inc. — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation