Bronx Center Healthcare Systems 401(K) Plan — Form 5500 plan (Bronx Center For Rehabilitation & Healthcare)
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, Bronx Center Healthcare Systems 401(K) Plan is a benefit plan reported by Bronx Center For Rehabilitation & Healthcare under EIN 13-4021585 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,813 participants and $64,213,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bronx Center For Rehabilitation & Healthcare
- EIN
- 13-4021585
- Plan number
- 001
- Plan type
- 3
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 10,813
- End-of-year plan assets
- $64,213,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,813 | H, C | 20241015083153NAL0029024353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,213,459
- Total liabilities (EOY)
- $416,563
- Net assets (EOY)
- $63,796,896
- Net assets (BOY)
- $50,277,074
Income & contributions
- Employer contributions
- $828,362
- Participant contributions
- $8,862,975
- Total contributions
- $10,208,816
- Total income / additions
- $18,465,378
Expenses & distributions
- Benefits paid
- $4,354,392
- Administrative expenses
- $515,108
- Total expenses
- $4,945,556
- Net increase / (decrease)
- $13,519,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Benefit Advantage, Inc. | RECORDKEEPER | $245,630 | $0 | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $216,723 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISORY-PLAN | $54,352 | not reported in the loaded dataset | 2023 |
| Lpl Financial | BROKER | $0 | $1 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bronx Center For Rehabilitation & Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- The Benefit Advantage, Inc. — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Lpl Financial — Schedule C compensation