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Original filing (PDF)20250730055401NAL0009431586001
BRYLIN HOSPITALS, INC.
Form 5500
FILING_RECEIVED
BRYLIN HOSPITALS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
183
Accounts w/ balance
202
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
49 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRYLIN HOSPITALS, INC..
Plan sponsor
Name
BRYLIN HOSPITALS, INC.
EIN
16-1163586
Address
1263 DELAWARE AVENUE · BUFFALO, NY · 142092402
Phone
(716) 886-8200
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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO. OF AMERICA | 84-0467907 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPS PENSION & FINANCIAL SVS, INC. | 16-1062503 | — | CONTRACT ADMIN | $19K | — |
Investments
4 direct securities · 49 pooled funds· $7.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$5.1M
49 holdings
Uncategorized
$2.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mass Mutual Guaranteed interest account, at 3.0% | — | — | — | $1.4M | 21.5% | |
| MASSMUTUAL SEL TRP RET 2025 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $567K | 8.5% | |
| JP MORGAN LARGE CAP GROWTH R4 JP MORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $566K | 8.5% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $415K | 6.2% | |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $359K | 5.4% | |
| JP MORGAN MID CAP GROWTH R4 JP MORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $343K | 5.2% | |
| Manning & Napier Manning & Napier Pro Blend Moderate Term R | — | — | — | $327K | 4.9% | |
| MANNING&NAPIERPRO-BLNDMODTERMR MANNING & NAPIER · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $327K | 4.9% | |
| FIDELITY ADVISORS TOTAL BOND M FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $298K | 4.5% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $268K | 4.0% | |
| JP MORGAN US EQUITY R5 JP MORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $165K | 2.5% | |
| AMERICAN FUNDS AMERICAN BALANCED R5 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $150K | 2.3% | |
| MASSMUTUAL SEL TRP RET 2045 M3 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $147K | 2.2% | |
| MASSMUTUAL SEL TRP RET 2035 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $142K | 2.1% | |
| AMERICAN FUNDS CAPITAL INC BLDRR4 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $132K | 2.0% | |
| BryLin Hospitals, Inc. Participant loans interest rates Retirement Savings Plan ranging from 5.25% - 10.5% | — | — | — | $122K | 1.8% | |
| MASSMUTUAL SEL TRP RET 2040 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $118K | 1.8% | |
| MASSMUTUAL SEL TRP RET 2055 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $117K | 1.8% | |
| Manning & Napier Manning & Napier Pro Blend Extended Term R | — | — | — | $111K | 1.7% | |
| MANNING&NAPIERPRO-BLNDEXTNDTERMR MANNING & NAPIER · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $111K | 1.7% | |
| PUTNAM INT'L CAPITAL OPP Y PUTNAM · EIN 04-3251560 / PN 000 | Pooled Separate Account | — | — | $107K | 1.6% | |
| MASSMUTUAL SEL TRP RET 2030 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $102K | 1.5% | |
| MASSMUTUAL SEL TRP RET 2060 M3 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $85K | 1.3% | |
| AMERICAN CENTURY SM CAP GROWTH INV AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $76K | 1.1% | |
| MASSMUTUAL SMALL CAP OPPS I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $74K | 1.1% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $68K | 1.0% | |
| GOLDMAN SACHS MID CAP VALUE INV GOLDMAN SACHS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $67K | 1.0% | |
| MANNING& NAPIERPRO-BLD CNSRV TERM R MANNING & NAPIER · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $66K | 1.0% | |
| INVESCO SMALL CAP VALUE Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $61K | 0.9% | |
| AMERICAN FUNDS CAPWRLDGROWTH&INC R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $47K | 0.7% | |
| MASSMUTUAL SEL TRP RET 2050 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $42K | 0.6% | |
| BLACKROCK EMERGING MKTS INV A BLACKROCK · EIN 32-0174431 / PN 000 | Pooled Separate Account | — | — | $40K | 0.6% | |
| VANGUARD INT'L GROWTH ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| MASSMUTUAL SEL TRP RET 2015 M3 MASSMUTUAL4675 · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| MASSMUTUAL SEL TRP RET 2010 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| MASSMUTUAL SEL TRP RET 2020 M3 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| INVESCO GLOBAL ALLOCATION A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTERNATIONAL NEW DISC A MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VICTORY SYCAMORE SM CO OPP R VICTORY CAPITAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM S&P 500 INDEX R MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MANNING&NAPIER PRO-BLNDMAXTERMR MANNING & NAPIER · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL STRATEGIC BOND A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICANFUNDS EUROPACIFIC GR R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL BLUE CHIP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LOOMIS SAYLES STRATEGIC INC A NATIXIS FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO GLOBAL OPP A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| OAKMARK EQUITY AND INCOME INVESTOR OAKMARK · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO STOCKSPLUS A PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEV MARKETS A INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS VALUE R2 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO MAIN STREET MID CAP A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |