2023 Form 5500 filing — The Bronx Defenders 403(B) 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 20241015082522NAL0047026112001) for The Bronx Defenders 403(B) Plan, reported by The Bronx Defenders under EIN 13-3931074 and plan number 001. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.6MReported net assets$21,638,034
Participants768
Provider compensation$75.3K6 Schedule C row(s)$75,260
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015082522NAL0047026112001
- Plan sponsor
- The Bronx Defenders
- EIN
- 13-3931074
- Plan number
- 001
- Location
- Bronx, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.6M total assets
Net assets$21.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,638,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,638,034
- Employer contributions
- $1,136,366
- Participant contributions
- $1,693,682
- Total income / additions
- $5,969,531
- Benefits paid
- $1,161,430
- Administrative expenses
- $13,742
- Total expenses
- $1,175,172
- Net increase / (decrease)
- $4,794,359
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $46,008 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,067 | not reported in the loaded dataset |
| American Pension LLC | CONTRACT ADMINISTRATOR | $0 | $10,000 |
| Morningstar Inc Morningstar As LLC | OTHER | $3,637 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Sv | RECORDKEEPER | $3,352 | $0 |
| Morgan Stanley Insurance Services I | BROKER/ADVISOR | $0 | $196 |