The Burke Rehabilitation Hospital Retirement Plan — Form 5500 plan (Burke Rehabilitation Hospital)
Plain-English plan 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, The Burke Rehabilitation Hospital Retirement Plan is a benefit plan reported by Burke Rehabilitation Hospital under EIN 13-1739937 and plan number 001. The latest loaded filing year is 2023. The filing reports 911 participants and $69,233,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burke Rehabilitation Hospital
- EIN
- 13-1739937
- Plan number
- 001
- Plan type
- 2
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 911
- End-of-year plan assets
- $69,233,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 911 | H, C | 20241015154448NAL0030218513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,233,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,233,508
- Net assets (BOY)
- $78,020,263
Income & contributions
- Employer contributions
- $2,384,631
- Total contributions
- $2,384,631
- Total income / additions
- $8,645,900
Expenses & distributions
- Benefits paid
- $16,076,093
- Administrative expenses
- $1,356,562
- Total expenses
- $17,432,655
- Net increase / (decrease)
- -$8,786,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Hewitt Investment | INVESTMENT ADVISORY | $442,972 | not reported in the loaded dataset | 2023 |
| Bny Mellon | CUSTODIAN | $27,035 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | LEGAL | $13,493 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,408 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burke Rehabilitation Hospital
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Aon Hewitt Investment — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation