Bon Secours Charity Health System Tax Sheltered Annuity Plan — Form 5500 plan (Bon Secours Charity Health System, 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, Bon Secours Charity Health System Tax Sheltered Annuity Plan is a benefit plan reported by Bon Secours Charity Health System, Inc under EIN 91-2135195 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,554 participants and $292,459,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bon Secours Charity Health System, Inc
- EIN
- 91-2135195
- Plan number
- 002
- Plan type
- 2
- Location
- Suffern, NY
- Latest filing year
- 2023
- Participants
- 4,554
- End-of-year plan assets
- $292,459,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,554 | H, C | 20260213115921NAL0001453379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $292,459,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $292,459,242
- Net assets (BOY)
- $251,616,849
Income & contributions
- Employer contributions
- $6,472,737
- Participant contributions
- $17,456,913
- Total contributions
- $25,610,277
- Total income / additions
- $64,910,807
Expenses & distributions
- Benefits paid
- $23,424,005
- Administrative expenses
- $571,256
- Total expenses
- $24,068,414
- Net increase / (decrease)
- $40,842,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $316,734 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $247,575 | not reported in the loaded dataset | 2023 |
| Cappfinancial (Captrust) | NONE | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bon Secours Charity Health System, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Suffern, NY
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cappfinancial (Captrust) — Schedule C compensation