The Frozen Pension Plan And Trust For The Employees Of Bronxcare Health System — Form 5500 plan (Bronxcare Health System)
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 Frozen Pension Plan And Trust For The Employees Of Bronxcare Health System is a benefit plan reported by Bronxcare Health System under EIN 13-1974191 and plan number 001. The latest loaded filing year is 2023. The filing reports 707 participants and $27,545,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bronxcare Health System
- EIN
- 13-1974191
- Plan number
- 001
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 707
- End-of-year plan assets
- $27,545,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 707 | H, C | 20241011104915NAL0021703121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,545,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,545,335
- Net assets (BOY)
- $31,410,714
Income & contributions
- Employer contributions
- $304,167
- Total contributions
- $304,167
- Total income / additions
- $3,262,002
Expenses & distributions
- Benefits paid
- $7,079,119
- Administrative expenses
- $48,262
- Total expenses
- $7,127,381
- Net increase / (decrease)
- -$3,865,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Trust Co. | CONSULTANT | $48,262 | not reported in the loaded dataset | 2023 |