Original filing (PDF)20251014090420NAL0002372897001

BON SECOURS CHARITY HEALTH SYSTEM, INC

Name: BON SECOURS CHARITY HEALTH SYSTEM, INC — BON SECOURS CHARITY HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN, Form 5500 (2024)
Creator: BON SECOURS CHARITY HEALTH SYSTEM, INC

Form 5500

FILING_RECEIVED

BON SECOURS CHARITY HEALTH SYSTEM TAX SHELTERED ANNUITY PLAN

403(b) retirement plan

Signals · 1

Non-clean audit opinion

Active participants

3,801

Accounts w/ balance

4,030

Plan assets (EOY)

$321.6M

Net assets (EOY)

$321.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BON SECOURS CHARITY HEALTH SYSTEM, INC.

Plan sponsor

Name

BON SECOURS CHARITY HEALTH SYSTEM, INC

EIN

91-2135195

Address

255 LAFAYETTE AVENUE · SUFFERN, NY · 10901

Phone

(845) 368-5305

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

2L · 403(b)(1) annuity

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	84-0467907	—	NONE	$376K	—
EMPOWER ADVISORY GROUP, LLC	84-1532243	—	NONE	$271K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPPFINANCIAL (CAPTRUST)

Investments

1 pooled fund· $60K(0% 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.