Retirement plan

BROOKS REHABILITATION 403(B) RETIREMENT PLAN

Name: GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION - BROOKS REHABILITATION 403(B) RETIREMENT PLAN (2024) Form 5500
Creator: GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BROOKS REHABILITATION 403(B) RETIREMENT PLAN, GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION

GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATIONEIN 59-2249370Plan #005PY 2024

3599 UNIVERSITY BLVD. SOUTH - JACKSONVILLE, FL 32216904-345-7303

Other plans on this EIN

1 filing

#003Retirement-$16.2M assets

Prospect flagsFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed November 2, 2004 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$123.2M

+10.9% from 2023

Total participants

2,096

-5.4% from 2023

Average account balance

$58,798

+17.2% from 2023

Annual return

13.91%

-5.11 pp from 2023

Benchmarks

See 1,436 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,436 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$123.24M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$59K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,096

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$117

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 6 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044	Finders' fees / placement fees; Recor...	$181,949
NFP RETIREMENT INC1 year Service code 16 200 PARK AVE 32ND FLOOR · NEW YORK, NY 10166	Consulting	$58,000
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 19 · EIN 74-1625348	Securities Custodian	$707
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$100
CHARLES SCHWAB & CO., INC.10+ years Service code 33	Securities brokerage commissions and ...	$0
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2F2G2L2M2R2T3H2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$245K

$237 / participant

Recordkeeping$183K74.6%
Investment mgmt$62K25.4%

% of EOY assets

0.199%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FORVIS MAZARS LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,798

$53,136+10.7%

$155,509-62.2%

$199,593-70.5%

Participation rate

100.0%

64.1%+35.9pp

78.2%+21.8pp

72.0%+28.0pp

Annual return

13.91%

41.15%-27.2pp

64.67%-50.8pp

34.25%-20.3pp

Employer contribution / active EE

$3,478

$1,851+87.9%

$4,672-25.6%

$3,034+14.6%

Participant deferral / active EE

$5,891

$3,161+86.4%

$5,626+4.7%

$5,087+15.8%

Admin fee / account holder

$117

$185-37.0%

$15,912-99.3%

$269-56.5%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS10+ years

Service code 12 · EIN 13-3689044

Finders' fees / placement fees; Recor...

$181,949

NFP RETIREMENT INC1 year

Service code 16

200 PARK AVE 32ND FLOOR · NEW YORK, NY 10166

Consulting

$58,000

VALIC RETIREMENT SERVICES COMPANY10+ years

Filed as: VALIC

Service code 19 · EIN 74-1625348

Securities Custodian

$707

CHARLES SCHWAB & CO., INC.10+ years

Filed as: CHARLES SCHWAB & CO, INC.

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$100

CHARLES SCHWAB & CO., INC.10+ years

Service code 33

Securities brokerage commissions and ...

NATIONAL FINANCIAL SERVICES10+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

BROOKS REHABILITATION 403(B) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROOKS REHABILITATION 403(B) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion