Bright Harbor Healthcare Tax Sheltered Annuity Plan — Form 5500 plan (Bright Harbor 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, Bright Harbor Healthcare Tax Sheltered Annuity Plan is a benefit plan reported by Bright Harbor Healthcare under EIN 21-0722291 and plan number 002. The latest loaded filing year is 2023. The filing reports 471 participants and $13,274,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bright Harbor Healthcare
- EIN
- 21-0722291
- Plan number
- 002
- Plan type
- 2
- Location
- Bayville, NJ
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $13,274,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20241015140737NAL0049815568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,274,551
- Total liabilities (EOY)
- $1,874
- Net assets (EOY)
- $13,272,677
- Net assets (BOY)
- $12,007,333
Income & contributions
- Employer contributions
- $380,336
- Participant contributions
- $677,990
- Total contributions
- $1,076,359
- Total income / additions
- $3,134,574
Expenses & distributions
- Benefits paid
- $1,746,534
- Administrative expenses
- $70,511
- Total expenses
- $1,869,230
- Net increase / (decrease)
- $1,265,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORD KEEPER | $35,933 | $0 | 2023 |
| Securities America, Inc. | INVESTMENT ADVISOR | $30,281 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORD KEEPER | $25,280 | not reported in the loaded dataset | 2023 |
| Red Bank Pension Services, Inc. | CONTRACT ADMINISTRATOR | $0 | $18,000 | 2023 |
| Red Bank Pension Services, Inc. | CONTRACT ADMINISTRATOR | $15,168 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services | INVESTMENT ADVISOR | $12,127 | $0 | 2023 |
| Active Core - Active Through Target | not reported in the loaded dataset | $3,042 | $0 | 2023 |
| Nationwide | not reported in the loaded dataset | $2,057 | $0 | 2023 |
| Nationwide Life Insurance Co. | RECORD KEEPER | $608 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bright Harbor Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Bayville, NJ
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Securities America, Inc. — Schedule C compensation
- Nationwide — Schedule C compensation
- Red Bank Pension Services, Inc. — Schedule C compensation
- Ameriprise Financial Services — Schedule C compensation
- Active Core - Active Through Target — Schedule C compensation
- Nationwide Life Insurance Co. — Schedule C compensation