Powered by OnlyBoth

Profile

The Brightview Senior Living 401(K) Plan in Baltimore, MD is in the Mid Atlantic, its EIN is 522124576, its industry group is Activities Related to Real Estate, its plan administrator is Ronald Bryan, is covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, plan year began in q1, its business code is 531390, has 5,000 to 24,999 total participants, is worse than the overall plan medians in each of total liabilities, participant loans as a percentage of plan assets, corrective distributions, yield on beginning-of-plan-year total assets, and diversity of asset types (5 total), and is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total).

Numeric values:
- total assets ($87,557,281)
- net assets (assets minus liabilities) ($87.50M)
- value of interest in registered investment companies (e.g., mutual funds) ($83.60M)
- total assets at beginning of plan year ($68,921,598)
- total income ($26,190,275)
- net income ($18,575,562)
- total contributions ($14,118,429)
- earnings on investments ($12,071,201)
- net earnings on investments ($12,071,201)
- cash contributions from participants ($10,372,015)
- total expenses ($7,614,713)
- cash contributions from employers ($2,238,831)
- participant loans ($2,029,096)
- value of funds held in insurance company general account (unallocated contracts) ($1,525,672)
- total administrative expenses ($401,168)
- recordkeeping fees ($377,604)
- receivables - participant contributions ($357,201)
- total liabilities ($91,849)
- corrective distributions ($91,849)
- receivables - employer contributions ($86,555)
- IQPA audit fees ($20,150)
- average account balance ($15,527)
- other receivables (not employer nor participant contributions) ($7,943)
- other administrative expenses ($3,414)
- net income per total participant ($3,294)
- average employer+participant cash contribution per active participant ($2,717)
- average participant cash contribution per active participant ($2,234)
- average employer cash contribution per active participant ($482.30)
- total administrative expense per participant ($71.14)
- total noninterest-bearing cash ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- plan salaries and allowances ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- bank or trust company trustee/custodial fees ($0)
- actuarial fees ($0)
- legal fees ($0)
- valuation/appraisal fees ($0)
- other trustee fees and expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- amount of loss caused by fraud or dishonesty ($0)
- percentage of active participants (82.3%)
- growth in total assets during the plan year (27.0%)
- yield on beginning-of-plan-year total assets (17.51%)
- diversity of asset types (7.3%)
- participant loans as a percentage of plan assets (2.32%)
- total administrative expense ratio (0.460%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (4,642)
- deceased participants whose beneficiaries receive or are entitled to benefits (8)
- living participants (5,631)
- other retired or separated participants entitled to future benefits (982)
- retired or separated participants receiving benefits (7)
- total participants (5,639)