Plan5500

2023 Form 5500 filing — Bronson Healthcare Group, Inc. 403(B) Tax Sheltered Matching 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 20241014081435NAL0025705409001) for Bronson Healthcare Group, Inc. 403(B) Tax Sheltered Matching Plan, reported by Bronson Healthcare Group, Inc. under EIN 38-2418383 and plan number 003. It reports 11,196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014081435NAL0025705409001
Filing year
2023
Form type
2
Plan sponsor
Bronson Healthcare Group, Inc.
EIN
38-2418383
Plan number
003
Location
Kalamazoo, MI
Participants
11,196
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,034,484,808
Total liabilities (EOY)
$43,216
Net assets (EOY)
$1,034,441,592
Employer contributions
$31,450,926
Participant contributions
$47,666,657
Total income / additions
$264,798,189
Benefits paid
$70,366,367
Administrative expenses
$1,069,125
Total expenses
$71,739,749
Net increase / (decrease)
$193,058,440
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$813,480$0
Strategic Advisors, Inc.ADVISOR$132,379not reported in the loaded dataset
Igrad Inc.CONSULTANT$55,373not reported in the loaded dataset
Capfinancial Partners, LLCCONSULTANT$35,000not reported in the loaded dataset
Plante MoranACCOUNTANT/AUDITOR$23,800not reported in the loaded dataset
Willis Towers WatsonACCOUNTANT/AUDITOR$10,417not reported in the loaded dataset

Related Form 5500 pages