Brightspring Health Services Retirement Savings Plan — Form 5500 plan (Brightspring Health Services)
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, Brightspring Health Services Retirement Savings Plan is a benefit plan reported by Brightspring Health Services under EIN 61-0875371 and plan number 004. The latest loaded filing year is 2023. The filing reports 47,169 participants and $721,571,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brightspring Health Services
- EIN
- 61-0875371
- Plan number
- 004
- Plan type
- 3
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 47,169
- End-of-year plan assets
- $721,571,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47,169 | H, C | 20241017151705NAL0033202785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $721,571,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $721,571,120
- Net assets (BOY)
- $614,113,722
Income & contributions
- Employer contributions
- $9,120,272
- Participant contributions
- $48,137,944
- Total contributions
- $67,455,062
- Total income / additions
- $188,301,050
Expenses & distributions
- Benefits paid
- $77,468,513
- Administrative expenses
- $721,153
- Total expenses
- $80,843,652
- Net increase / (decrease)
- $107,457,398
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $597,635 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $98,777 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brightspring Health Services
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation