Bradford Health Services — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Bradford Health Services (EIN 63-1198286) is a plan sponsor located in Birmingham, AL with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 63-1198286
- Location
- Birmingham, AL
- Loaded plans
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,688,806
- Total reported net assets (EOY)
- $10,688,806
Contributions & income
- Employer contributions
- $1,891
- Participant contributions
- $866,130
- Total income / additions
- $2,506,718
Expenses & distributions
- Benefits paid / distributions
- $1,983,994
- Total expenses
- $2,114,361
- Net increase / (decrease)
- $392,357
Coverage
- Total reported participants
- 3,161
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Bradford Health Services 401(K) Profit Sharing Pla | 001 | 682 | $10,688,806 | 2023 |
| Bradford Health Services Group Paid Life Plan | 502 | 854 | not reported in the loaded dataset | 2023 |
| Bradford Health Services Dental/Vision Plan | 506 | 505 | not reported in the loaded dataset | 2023 |
| Bradford Health Services Health Plan | 501 | 468 | not reported in the loaded dataset | 2023 |
| Bradford Health Services Supplemental Plan | 509 | 349 | not reported in the loaded dataset | 2023 |
| Bradford Health Services Long Term /Short Term Dis | 505 | 303 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Bradford Health Services Health Plan | 468 | — | 20241007172149NAL0015558801002 |
| 2023 | Bradford Health Services Long Term /Short Term Dis | 303 | — | 20241007172149NAL0015558801003 |
| 2023 | Bradford Health Services Dental/Vision Plan | 505 | — | 20241007172149NAL0015558801004 |
| 2023 | Bradford Health Services Group Paid Life Plan | 854 | — | 20241007172151NAL0015558849004 |
| 2023 | Bradford Health Services Supplemental Plan | 349 | — | 20241007172653NAL0007815267005 |
| 2023 | Bradford Health Services 401(K) Profit Sharing Pla | 682 | H, C | 20250520171628NAL0001261905001 |