The Bronx Defenders 403(B) Plan — Form 5500 plan (The Bronx Defenders)
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 Bronx Defenders 403(B) Plan is a benefit plan reported by The Bronx Defenders under EIN 13-3931074 and plan number 001. The latest loaded filing year is 2023. The filing reports 768 participants and $21,638,034 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.6MPlan net assets, end of year$21,638,034
Participants768Covered participants reported
Assets / participant$28.2KComputed: assets ÷ participants$28,175 (computed)
Provider compensation$75.3K6 Schedule C provider row(s)$75,260
- Plan sponsor
- The Bronx Defenders
- EIN
- 13-3931074
- Plan number
- 001
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 768 | H, C | 20241015082522NAL0047026112001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$21.6M total assets
Net assets$21.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,638,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,638,034
- Net assets (BOY)
- $16,843,675
Income & contributions
- Employer contributions
- $1,136,366
- Participant contributions
- $1,693,682
- Total contributions
- $2,883,612
- Total income / additions
- $5,969,531
Expenses & distributions
- Benefits paid
- $1,161,430
- Administrative expenses
- $13,742
- Total expenses
- $1,175,172
- Net increase / (decrease)
- $4,794,359
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $46,008 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,067 | not reported in the loaded dataset | 2023 |
| American Pension LLC | CONTRACT ADMINISTRATOR | $0 | $10,000 | 2023 |
| Morningstar Inc Morningstar As LLC | OTHER | $3,637 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Sv | RECORDKEEPER | $3,352 | $0 | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISOR | $0 | $196 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Bronx Defenders
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- American Pension LLC — Schedule C compensation
- Morningstar Inc Morningstar As LLC — Schedule C compensation
- Empower Life & Annuity Insurance Sv — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation