Bankers Healthcare Group, LLC Employees' 401(K) Retirement Plan — Form 5500 plan (Bankers Healthcare Group, LLC)

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, Bankers Healthcare Group, LLC Employees' 401(K) Retirement Plan is a benefit plan reported by Bankers Healthcare Group, LLC under EIN 65-0376686 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,901 participants and $74,483,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bankers Healthcare Group, LLC
EIN
65-0376686
Plan number
001
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
1,901
End-of-year plan assets
$74,483,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,901H, C20240924084909NAL0007302019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,483,215
Total liabilities (EOY)
$0
Net assets (EOY)
$74,483,215
Net assets (BOY)
$56,155,187

Income & contributions

Employer contributions
$3,820,072
Participant contributions
$10,816,006
Total contributions
$16,045,796
Total income / additions
$26,604,398

Expenses & distributions

Benefits paid
$7,232,585
Administrative expenses
$36,478
Total expenses
$7,269,063
Net increase / (decrease)
$19,335,335

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Actuarial Pension Analysts, Inc.THIRD PARTY ADMINISTRATO$20,928$30,8012023
Voya Retirement Ins & Ann CoSERVICE PROVIDER$15,550not reported in the loaded dataset2023
MorningstarSERVICE PROVI$0$10,6532023

Related Form 5500 pages