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Original filing (PDF)20251010145754NAL0008358289001
BROOKS-TLC HOSPITAL SYSTEM, INC.
Form 5500
FILING_RECEIVED
BROOKS MEMORIAL HOSPITAL UNION EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holding~103 bps in Sched C fees
Active participants
92
Accounts w/ balance
—
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Reliance Trust Company Account M36327 (see attached detail at pages 10 - 19)" is 100% of plan.
- 103 bps in Schedule C fees — 254% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROOKS-TLC HOSPITAL SYSTEM, INC..
Plan sponsor
Name
BROOKS-TLC HOSPITAL SYSTEM, INC.
EIN
16-0743301
Address
529 CENTRAL AVENUE · DUNKIRK, NY · 14048
Phone
(716) 366-1111
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
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
LUMSDEN & MCCORMICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING & NAPIER | 16-0993736 | FAIRPORT, NY | NONE | $84K | — |
| BURKE GROUP | 80-0688755 | ROCHESTER, NY | NONE | $58K | — |
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $31K | — |
| COMPASS ONE | 83-2095475 | — | NONE | $6K | — |
Investments
1 direct security· $17.0M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Reliance Trust Company Account M36327 (see attached detail at pages 10 - 19) | — | — | — | $17.0M | 97.4% |