Original filing (PDF)20250114203917NAL0011180243001

BRUCE BERENSON, MD, PA

Name: BRUCE BERENSON, MD, PA — BRUCE BERENSON, MD, PA PENSION PLAN, Form 5500 (2024)
Creator: BRUCE BERENSON, MD, PA

Form 5500-SF

FILING_RECEIVED

BRUCE BERENSON, MD, PA PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 32.0 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 32.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUCE BERENSON, MD, PA.

Plan sponsor

Name

BRUCE BERENSON, MD, PA

EIN

65-0453257all filings

Address

9121 LONG LAKE PALM DR · BOCA RATON, FL · 33496

Phone

(561) 703-8917

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-06-30

Filed

2025-01-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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