Brethren Care Village Retirement Plan — Form 5500 plan (Brethren Care Management Services 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, Brethren Care Village Retirement Plan is a benefit plan reported by Brethren Care Management Services LLC under EIN 82-1085269 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $2,582,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brethren Care Management Services LLC
- EIN
- 82-1085269
- Plan number
- 001
- Plan type
- 2
- Location
- Ashland, OH
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $2,582,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20241014174748NAL0028014705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,582,418
- Total liabilities (EOY)
- $18,870
- Net assets (EOY)
- $2,563,548
- Net assets (BOY)
- $2,130,903
Income & contributions
- Employer contributions
- $61,093
- Participant contributions
- $244,601
- Total contributions
- $333,393
- Total income / additions
- $674,839
Expenses & distributions
- Benefits paid
- $222,628
- Administrative expenses
- $19,566
- Total expenses
- $242,194
- Net increase / (decrease)
- $432,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Whitcomb & Hess | INVESTMENT ADVISOR | $13,078 | not reported in the loaded dataset | 2023 |
| Definiti LLC | THIRD PARTY ADMINISTRATOR | $6,488 | not reported in the loaded dataset | 2023 |