Bronson Healthcare Group, Inc. 403(B) Tax Sheltered Matching Plan — Form 5500 plan (Bronson Healthcare Group, Inc.)
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, Bronson Healthcare Group, Inc. 403(B) Tax Sheltered Matching Plan is a benefit plan reported by Bronson Healthcare Group, Inc. under EIN 38-2418383 and plan number 003. The latest loaded filing year is 2023. The filing reports 11,196 participants and $1,034,484,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bronson Healthcare Group, Inc.
- EIN
- 38-2418383
- Plan number
- 003
- Plan type
- 2
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 11,196
- End-of-year plan assets
- $1,034,484,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,196 | H, C | 20241014081435NAL0025705409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,034,484,808
- Total liabilities (EOY)
- $43,216
- Net assets (EOY)
- $1,034,441,592
- Net assets (BOY)
- $841,383,152
Income & contributions
- Employer contributions
- $31,450,926
- Participant contributions
- $47,666,657
- Total contributions
- $86,591,217
- Total income / additions
- $264,798,189
Expenses & distributions
- Benefits paid
- $70,366,367
- Administrative expenses
- $1,069,125
- Total expenses
- $71,739,749
- Net increase / (decrease)
- $193,058,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $813,480 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $132,379 | not reported in the loaded dataset | 2023 |
| Igrad Inc. | CONSULTANT | $55,373 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | CONSULTANT | $35,000 | not reported in the loaded dataset | 2023 |
| Plante Moran | ACCOUNTANT/AUDITOR | $23,800 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACCOUNTANT/AUDITOR | $10,417 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bronson Healthcare Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Kalamazoo, MI
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Igrad Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Plante Moran — Schedule C compensation
- Willis Towers Watson — Schedule C compensation