2023 Form 5500 filing — Brookdale Senior Living Inc. 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909152850NAL0004638081001) for Brookdale Senior Living Inc. 401(K) Retirement Savings Plan, reported by Brookdale Senior Living Inc. under EIN 20-3068069 and plan number 001. It reports 42,850 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909152850NAL0004638081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brookdale Senior Living Inc.
- EIN
- 20-3068069
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 42,850
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $446,283,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $446,283,629
- Employer contributions
- $5,275,577
- Participant contributions
- $30,701,812
- Total income / additions
- $106,074,774
- Benefits paid
- $69,367,615
- Administrative expenses
- $784,571
- Total expenses
- $70,933,273
- Net increase / (decrease)
- $35,141,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $713,623 | $0 |
| Janney Montgomery Scott | INVESTMENT ADVISORY | $56,698 | not reported in the loaded dataset |
| Lbmc,Pc | ACCOUNTANT | $14,250 | not reported in the loaded dataset |