2023 Form 5500 filing — Brooks Rehabilitation 403(B) 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 20250306101347NAL0017030048001) for Brooks Rehabilitation 403(B) Retirement Plan, reported by Genesis Health, Inc. D/B/A Brooks Rehabilitation under EIN 59-2249370 and plan number 005. It reports 2,589 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)$111.2MReported net assets$111,168,938

Participants2.6K2,589

Provider compensation$205.8K4 Schedule C row(s)$205,810

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250306101347NAL0017030048001
Plan sponsor: Genesis Health, Inc. D/B/A Brooks Rehabilitation
EIN: 59-2249370
Plan number: 005
Location: Jacksonville, FL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$111.2M total assets

Net assets$111.2MLiabilities—

Money in vs. money out

Total income / additions$26M

Total expenses$7.4M

Benefits paid / distributions$7.2M

Contributions

Employer$3M

Participant$5.2M

Full reported line items

Total assets (EOY): $111,168,938
Net assets (EOY): $111,168,938
Employer contributions: $3,019,228
Participant contributions: $5,174,784
Total income / additions: $26,015,771
Benefits paid: $7,194,239
Administrative expenses: $209,262
Total expenses: $7,408,303
Net increase / (decrease): $18,607,468

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Retirement Solutions$205.1K
RECORD KEEPER · Direct $205.1K · Indirect $0
2
Valic$685
NO RELATIONSHIP · Direct $685 · Indirect $0
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0
4
Charles Schwab & Co, Inc.$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250306101347NAL0017030048001 cover?: It is the 2023 Form 5500 filing for Brooks Rehabilitation 403(B) Retirement Plan, reported by Genesis Health, Inc. D/B/A Brooks Rehabilitation (EIN 59-2249370).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).