The Brightview Senior Living 401(K) Plan — Form 5500 plan (Brightview Senior Living, LLC)
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 Brightview Senior Living 401(K) Plan is a benefit plan reported by Brightview Senior Living, LLC under EIN 52-2124576 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,479 participants and $87,557,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brightview Senior Living, LLC
- EIN
- 52-2124576
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 5,479
- End-of-year plan assets
- $87,557,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,479 | H, C | 20250130075136NAL0000495249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,557,281
- Total liabilities (EOY)
- $91,849
- Net assets (EOY)
- $87,465,432
- Net assets (BOY)
- $68,889,870
Income & contributions
- Employer contributions
- $2,238,831
- Participant contributions
- $10,372,015
- Total contributions
- $14,118,429
- Total income / additions
- $26,190,275
Expenses & distributions
- Benefits paid
- $7,079,857
- Administrative expenses
- $401,168
- Total expenses
- $7,614,713
- Net increase / (decrease)
- $18,575,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $377,604 | $0 | 2023 |
| Stout, Causey & Horning, P.A. | AUDITOR | $20,150 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brightview Senior Living, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Transamerica Retirement Solutions — Schedule C compensation
- Stout, Causey & Horning, P.A. — Schedule C compensation
- National Financial Services — Schedule C compensation