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Original filing (PDF)20251014170158NAL0001710467001
THE BROOKLYN HOSPITAL CENTER
Form 5500
FILING_RECEIVED
THE BROOKLYN HOSPITAL CENTER 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
3,563
Accounts w/ balance
3,203
Plan assets (EOY)
$274.8M
Net assets (EOY)
$274.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
86 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BROOKLYN HOSPITAL CENTER.
Plan sponsor
Name
THE BROOKLYN HOSPITAL CENTER
EIN
11-1630755
Address
121 DEKALB AVENUE · BROOKLYN, NY · 11201
Phone
(718) 250-8000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $278K | — |
| ASPIRE ADVISORS LLC | 27-0362926 | — | NONE | $50K | — |
| KELLEY DRYE & WARREN LLP | 13-5335107 | — | NONE | $21K | — |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | NONE | $2K | — |
| MUTUAL OF AMERICA | 13-1614399 | — | NONE | $280 | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $80 | — |
Investments
85 direct securities · 2 pooled funds· $242.7M(88% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$211.2M
82 holdings
Guaranteed Income / GIC
$25.7M
1 holding
Mutual Funds
$4.4M
2 holdings
Pooled Separate Account
$1.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle 2025 - Rtmt 2,671,900 units N/R | — | — | — | $26.4M | 9.6% | |
| * TIAA Traditional Non-Benefit Responsive N/R | Guaranteed Income / GIC | — | — | $25.7M | 9.4% | |
| TIAA-CREF Lifecycle 2030 - Rtmt 2,230,652 units N/R | — | — | — | $22.8M | 8.3% | |
| TIAA-CREF Lifecycle 2020 - Rtmt 2,098,744 units N/R | — | — | — | $19.7M | 7.2% | |
| TIAA-CREF Lifecycle 2035 - Rtmt 1,746,071 units N/R | — | — | — | $18.7M | 6.8% | |
| Vanguard Inst Idx Inst 38,719 units N/R | — | — | — | $18.5M | 6.7% | |
| TIAA-CREF Lifecycle 2040 - Rtmt 1,306,452 units N/R | — | — | — | $14.4M | 5.2% | |
| TIAA-CREF Lifecycle 2015 - Rtmt 1,104,419 units N/R | — | — | — | $10.0M | 3.6% | |
| T. Rowe Price Large-Cap Gr I 122,745 units N/R | — | — | — | $9.3M | 3.4% | |
| TIAA-CREF Lifecycle 2045 - Rtmt 578,725 units N/R | — | — | — | $8.1M | 3.0% | |
| Variable Annuity Contracts * CREF Stock 8,999 units N/R | — | — | — | $8.0M | 2.9% | |
| TIAA-CREF Lifecycle 2050 - Rtmt 470,161 units N/R | — | — | — | $6.8M | 2.5% | |
| Vanguard Small-Cap Idx Adm 41,203 units N/R | — | — | — | $4.7M | 1.7% | |
| Vanguard Devlopd Mkts Idx Adm 306,766 units N/R | — | — | — | $4.7M | 1.7% | |
| s * TIAA-CREF Lfcyle Rtmt Inc - Rtmt 387,015 units N/R | Mutual Funds | — | — | $4.4M | 1.6% | |
| Vanguard Mid-Cap Idx Adm 10,017 units N/R | — | — | — | $3.3M | 1.2% | |
| CREF Global Equities 6,302 units N/R | — | — | — | $3.2M | 1.2% | |
| Diamond Hill Large Cap Class I 92,999 units N/R | — | — | — | $3.0M | 1.1% | |
| MFS Total Return Bond R6 298,076 units N/R | — | — | — | $2.8M | 1.0% | |
| Vanguard Emr Mkts Stk Idx Adm 63,455 units N/R | — | — | — | $2.3M | 0.8% | |
| TIAA-CREF Lifecycle 2055 - Rtmt 128,123 units N/R | — | — | — | $2.2M | 0.8% | |
| CREF Growth 3,750 units N/R | — | — | — | $1.9M | 0.7% | |
| Vanguard 500 Idx Adm 1 unit N/R 244 Vanguard Infl Protect Sec Adm 78,433 units N/R | — | — | — | $1.8M | 0.6% | |
| CREF Bond Market 4,862 units N/R | — | — | — | $1.7M | 0.6% | |
| BlackRock High Yield Class K 209,487 units N/R | — | — | — | $1.5M | 0.5% | |
| TIAA-CREF Lifecycle 2060 - Rtmt 84,591 units N/R | — | — | — | $1.3M | 0.5% | |
| MFS International Growth Cl R6 30,532 units N/R | — | — | — | $1.3M | 0.5% | |
| TIAA-CREF Self Directed Acct N/R | — | — | — | $1.2M | 0.4% | |
| Vanguard Real Estate Idx Adm 8,779 units N/R | — | — | — | $1.1M | 0.4% | |
| Vanguard Mid-Cap Grw Idx Adm 9,926 units N/R | — | — | — | $1.1M | 0.4% | |
| Transamerica Partners Large Growth 3,285 units N/R | — | — | — | $993K | 0.4% | |
| Vanguard Mid-Cap Value Idx Adm 11,499 units N/R | — | — | — | $964K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $959K | 0.3% | |
| Templeton Global Bond R6 132,776 units N/R | — | — | — | $856K | 0.3% | |
| CREF Social Choice 1,587 units N/R | — | — | — | $572K | 0.2% | |
| GOVERNMENT FIXED FUND TRANSAMERICA FINANCIAL LIFE INSURANCE CO. · EIN 36-6071399 / PN 009 | Pooled Separate Account | — | — | $475K | 0.2% | |
| Jennison Growth Portfolio 84,825 units N/R | — | — | — | $460K | 0.2% | |
| Large Value Opportunities Variable 2,832 units N/R | — | — | — | $453K | 0.2% | |
| Metlife Stock Index Portfolio Class A 90,838 units N/R | — | — | — | $445K | 0.2% | |
| Mutual of America Interest N/R | — | — | — | $401K | 0.1% | |
| Transamerica Partners Large Core 3,144 units N/R | — | — | — | $380K | 0.1% | |
| Loomis Sayles Growth Portfolio 10,650 units N/R | — | — | — | $367K | 0.1% | |
| Metlife Stock Index Portfolio 1,325 units N/R | — | — | — | $309K | 0.1% | |
| Fidelity Vip Equity-Income Portfolio 29,573 units N/R | — | — | — | $292K | 0.1% | |
| CREF Inflation-Linked 1,985 units N/R | — | — | — | $261K | <0.1% | |
| Vanguard STAR Inv 8,491 units N/R | — | — | — | $233K | <0.1% | |
| Transamerica Partners Calvert 1 unit N/R 72 * Balanced II Variable 1,759 units N/R | — | — | — | $221K | <0.1% | |
| CREF Money Market 7,414 units N/R | — | — | — | $216K | <0.1% | |
| Mutual of America All America Fund 5,892 units N/R | — | — | — | $211K | <0.1% | |
| Brighthouse/Wellington Balanced Portfolio 1,349 units N/R | — | — | — | $198K | <0.1% | |
| Brighthouse/Wellington Large Cap Research Portfolio 449 units N/R | — | — | — | $163K | <0.1% | |
| Loomis Sayles Global Allocation Portfolio 10,362 units N/R | — | — | — | $142K | <0.1% | |
| Invesco Global Equity Portfolio 40,939 units N/R | — | — | — | $136K | <0.1% | |
| TIAA-CREF Lifecycle 2065 - Rtmt 9,315 units N/R | — | — | — | $122K | <0.1% | |
| CREF Equity Index 1,464 units N/R | — | — | — | $121K | <0.1% | |
| Mutual of America Mid-Cap Equity Index 15,521 units N/R | — | — | — | $119K | <0.1% | |
| Frontier Mid Cap Growth Portfolio 431 units N/R | — | — | — | $84K | <0.1% | |
| Fidelity Investments VIP Mid Cap Portfolio 6 units N/R 890 Fidelity Investments VIP Contrafund Portfolio 286 units N/R | — | — | — | $64K | <0.1% | |
| Transamerica Partners Money Market 2,475 units N/R | — | — | — | $57K | <0.1% | |
| Fidelity Vip High Income Portfolio 11,152 units N/R | — | — | — | $46K | <0.1% | |
| Brighthouse Asset Allocation 100 Portfolio 12,857 units N/R | — | — | — | $37K | <0.1% | |
| Brighthouse Asset Allocation 80 Portfolio 13,923 units N/R | — | — | — | $37K | <0.1% | |
| Loan Collateral N/R | — | — | — | $33K | <0.1% | |
| Transamerica Partners International Equity 1,030 units N/R | — | — | — | $31K | <0.1% | |
| Brighthouse/Wellington Balanced Portfolio 3,043 units N/R | — | — | — | $22K | <0.1% | |
| Brighthouse Asset Allocation 60 Portfolio 8,596 units N/R | — | — | — | $19K | <0.1% | |
| Fidelity Vip Mid Cap Portfolio 2,820 units N/R | — | — | — | $19K | <0.1% | |
| American Century VP Capital Appreciation 198 units N/R | — | — | — | $19K | <0.1% | |
| Fidelity Investments VIP Equity-Income Portfolio 7 units N/R 896 DWS Capital Growth VIP 81 units N/R | — | — | — | $18K | <0.1% | |
| Baillie Gifford International Stock Portfolio 663 units N/R | — | — | — | $18K | <0.1% | |
| Metlife Russell 2000 Index Portfolio 1,722 units N/R | — | — | — | $15K | <0.1% | |
| MFS Research International Portfolio 5,330 units N/R | — | — | — | $11K | <0.1% | |
| Mutual of America Equity Index Fund 12 units N/R 191 T. Rowe Price Blue Chip Growth Portfolio 133 units N/R | — | — | — | $9K | <0.1% | |
| Blackrock High Yield Portfolio Class A 643 units N/R | — | — | — | $9K | <0.1% | |
| Brighthouse/Wellington Core Equity Opportunities Portfolio Class A 701 units N/R | — | — | — | $9K | <0.1% | |
| Metlife Aggregate Bond Index Portfolio 3,282 units N/R | — | — | — | $8K | <0.1% | |
| Blackrock Capital Appreciation Portfolio 411 units N/R | — | — | — | $7K | <0.1% | |
| Blackrock Bond Income Portfolio 79 units N/R | — | — | — | $6K | <0.1% | |
| Metlife MSCI EAFE Index Portfolio 1,453 units N/R | — | — | — | $5K | <0.1% | |
| Mutual of America Bond Fund 750 units N/R | — | — | — | $4K | <0.1% | |
| Templeton Developing Markets VIP Fund 1,728 units N/R | — | — | — | $4K | <0.1% | |
| Blackrock Ultra-Short Term Bond Portfolio 2,589 units N/R | — | — | — | $3K | <0.1% | |
| Core Bond 57 units N/R | — | — | — | $3K | <0.1% | |
| s (Continued) Harris Oakmark International Portfolio Class A 831 units N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Transamerica Partners High Yield 10 units N/R 409 * Inflation Opportunities Subaccount 77 units N/R 824 * Small Cap Value Subaccount 31 units N/R 542 * Small Cap Growth Subaccount 46 units N/R 562 * Short-Term Bond Subaccount 186 units N/R | — | — | — | $2K | <0.1% | |
| Janus Henderson Overseas Portfolio 654 units N/R | — | — | — | $2K | <0.1% | |
| Templeton Foreign VIP Fund 842 units N/R | — | — | — | $2K | <0.1% |