2023 Form 5500 filing — Brightspring Health Services 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 20241017151705NAL0033202785001) for Brightspring Health Services Retirement Savings Plan, reported by Brightspring Health Services under EIN 61-0875371 and plan number 004. It reports 47,169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017151705NAL0033202785001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Brightspring Health Services
- EIN
- 61-0875371
- Plan number
- 004
- Location
- Louisville, KY
- Participants
- 47,169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $721,571,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $721,571,120
- Employer contributions
- $9,120,272
- Participant contributions
- $48,137,944
- Total income / additions
- $188,301,050
- Benefits paid
- $77,468,513
- Administrative expenses
- $721,153
- Total expenses
- $80,843,652
- Net increase / (decrease)
- $107,457,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $597,635 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $98,777 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |