Retirement plan
BRONSON HEALTHCARE GROUP, INC. RETIREMENT PLAN
BRONSON HEALTHCARE GROUP, INC.EIN 38-2418383Plan #001PY 2015
601 JOHN STREET, BOX G - KALAMAZOO, MI 490075364269-341-8623LinkedIn1001-5000 employeesmedical practice
Other plans on this EIN
1 filingProspect flagsRecently cancelled planLow returnsWind-down / frozen
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$0
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-99.14%
No prior year
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants<25
Cohort11,598 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $23,944
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $93,278
0
Admin fee / account holder
$0
median $218
0
Annual return
-99.14%
median -1.72%
Overall peer rank
0of 100
0th percentileavg across 6 metrics
Analytics
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
Service providers
Top 10 by compensation
| Provider | Service type | Compensation |
|---|---|---|
ANCHOR CAPITAL ADVISORS, LLC1+ years Service code 28 · EIN 20-4669888 | Investment Management | $178,643 |
PNC BANK NA1+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $170,691 |
COHEN & STEERS1+ years Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $160,817 |
TOWERS WATSON DELAWARE, INC.1+ years Service code 11 · EIN 53-0181291 | Actuarial | $146,663 |
EAGLE CAPITAL MANAGEMENT LP1+ years Service code 28 · EIN 72-1467823 | Investment Management | $141,409 |
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $109,238 |
JP MORGAN CHASE BANK1+ years Service code 21 · EIN 13-3408600 | Bank Trustee | $108,031 |
Service code 28 · EIN 04-1354394 | Investment Management | $102,535 |
WILLIAM BLAIR & CO1+ years Service code 28 · EIN 36-2214610 | Investment Management | $42,035 |
WHV INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 91-1639191 | Investment Management | $26,009 |
Enrolled actuary
1 attachment
SB
ROBERT CAMPBELL
TOWERS WATSON DELAWARE INC.
Enrollment #1404450
3196 KRAFT AVENUE, SUITE 202
GRAND RAPIDS, MI 49512
(616) 254-2605
Signed 2016-10-14
Top hat statement on fileNQDC
Filed April 1, 2022 (most recent of 3 filings on file)
Plan administrator
Plans declared (1)
- Bronson Healthcare Group Supplemental Retention Plan for CEO1 emp
Plan features & details
Pension benefit codes1A3H1I
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1IFrozen planAs of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
3 tripped
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
- InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.
Expense breakdown
Schedule H Part II
Admin total
$1.2M
- Investment mgmt$1M90.4%
- Other / not subdivided$114K9.6%
% of EOY assets
-
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- PLANTE & MORAN, PLLC
- Auditor EIN
- 381357951
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer