Plan5500

Bon Secours Mercy Health Retirement Savings Plan 401 — Form 5500 plan (Bon Secours Mercy Health, 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, Bon Secours Mercy Health Retirement Savings Plan 401 is a benefit plan reported by Bon Secours Mercy Health, Inc. under EIN 52-1301088 and plan number 024. The latest loaded filing year is 2023. The filing reports 7,129 participants and $288,318,711 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$288.3MPlan net assets, end of year$288,318,711
Participants7.1KCovered participants reported7,129
Assets / participant$40.4KComputed: assets ÷ participants$40,443 (computed)
Provider compensation$82.4K3 Schedule C provider row(s)$82,428
Plan sponsor
Bon Secours Mercy Health, Inc.
EIN
52-1301088
Plan number
024
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    7,129 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$288.3M total assets
Net assets$288.3MLiabilities—
Money in vs. money out
Total income / additions$50.2M
Total expenses$29.3M
Benefits paid / distributions$29.1M
Contributions
Employer$2M
Participant$4.5M
Full reported line items

Net assets

Total assets (EOY)
$288,318,711
Net assets (EOY)
$288,318,711
Net assets (BOY)
$267,426,998

Income & contributions

Employer contributions
$2,036,823
Participant contributions
$4,455,261
Total contributions
$7,987,484
Total income / additions
$50,153,975

Expenses & distributions

Benefits paid
$29,137,088
Administrative expenses
$125,518
Total expenses
$29,262,606
Net increase / (decrease)
$20,891,369
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Strategic Advisors, Inc.$36.9K
    ADVISOR · Direct $36.9K
  2. 2
    Fidelity Inv. Inst. Oper. C0,. LLC$30.8K
    RECRDKEPER · Direct $30.8K · Indirect $0
  3. 3
    Mercer$14.7K
    CONSULTANT · Direct $14.7K

Related Form 5500 pages