2023 Form 5500 filing — Bronson Healthcare Retirement 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 20241014075552NAL0045242032001) for Bronson Healthcare Retirement Plan, reported by Bronson Healthcare Group, Inc. under EIN 38-2418383 and plan number 004. It reports 4,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075552NAL0045242032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bronson Healthcare Group, Inc.
- EIN
- 38-2418383
- Plan number
- 004
- Location
- Kalamazoo, MI
- Participants
- 4,603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $306,108,447
- Total liabilities (EOY)
- $372,184
- Net assets (EOY)
- $305,736,263
- Total income / additions
- $40,420,850
- Benefits paid
- $17,918,511
- Administrative expenses
- $3,875,072
- Total expenses
- $21,793,583
- Net increase / (decrease)
- $18,627,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE KNOWN | $485,482 | not reported in the loaded dataset |
| William Blair Investment Mngmt, LLC | NONE KNOWN | $321,351 | $0 |
| Jpmorgan Investment Management Inc | NONE KNOWN | $207,262 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | NONE KNOWN | $198,456 | $0 |
| Boston Partners Glbl Investors Inc. | NONE KNOWN | $180,312 | $0 |
| Cohen & Steers Capital Mgmt, Inc. | NONE KNOWN | $175,497 | $0 |
| D.F. Dent And Company, Inc. | NONE KNOWN | $123,390 | $0 |
| Segall Bryant & Hamill, LLC | NONE KNOWN | $117,082 | $0 |
| Wedge Capital Management Llp | NONE KNOWN | $86,426 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE KNOWN | $77,245 | $0 |