Original filing (PDF)20260115070245NAL0016231857001

BROTHERS OF MERCY MANAGEMENT COMPANY, INC.

Name: BROTHERS OF MERCY MANAGEMENT COMPANY, INC. — BROTHERS OF MERCY MANAGEMENT COMPANY EMPLOYEE BENEFIT PLAN, Form 5500 (2024)
Creator: BROTHERS OF MERCY MANAGEMENT COMPANY, INC.

Form 5500

FILING_RECEIVED

BROTHERS OF MERCY MANAGEMENT COMPANY EMPLOYEE BENEFIT PLAN

Health & welfare plan

Signals · 3

100% in single holding~3728 bps in Sched C feesNo recordkeeper disclosed

Active participants

161

Accounts w/ balance

—

Plan assets (EOY)

$287K

Net assets (EOY)

$252K

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

/ 100

Grade B

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROTHERS OF MERCY MANAGEMENT COMPANY, INC..

Plan sponsor

Name

BROTHERS OF MERCY MANAGEMENT COMPANY, INC.

EIN

81-3966963