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BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN
Plan identification number 001

BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BROOKDALE SENIOR LIVING, INC. has sponsored the creation of one or more 401k plans.

Company Name:BROOKDALE SENIOR LIVING, INC.
Employer identification number (EIN):203068069
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER LAW
0012016-01-01KRISTI REID
0012015-01-01KRISTI REID
0012015-01-01KRISTI REID
0012014-01-01KRISTI REID
0012013-01-01KRISTI REID
0012012-01-01KRISTI REID
0012011-01-01KRISTI REID
0012010-01-01KRISTI REID
0012009-01-012010-08-23
0012009-01-01KRISTI REID KRISTI REID2010-08-23

Plan Statistics for BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2022: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0141,545
Total number of active participants reported on line 7a of the Form 55002022-01-0133,118
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-018,345
Total of all active and inactive participants2022-01-0141,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0154
Total participants2022-01-0141,533
Number of participants with account balances2022-01-0119,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,886
2021: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0147,817
Total number of active participants reported on line 7a of the Form 55002021-01-0130,435
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-019,162
Total of all active and inactive participants2021-01-0139,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0152
Total participants2021-01-0139,669
Number of participants with account balances2021-01-0122,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015,724
2020: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0159,753
Total number of active participants reported on line 7a of the Form 55002020-01-0139,381
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017,992
Total of all active and inactive participants2020-01-0147,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0156
Total participants2020-01-0147,429
Number of participants with account balances2020-01-0130,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111,261
2019: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0161,701
Total number of active participants reported on line 7a of the Form 55002019-01-0146,419
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019,821
Total of all active and inactive participants2019-01-0156,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01161
Total participants2019-01-0156,401
Number of participants with account balances2019-01-0146,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013,904
2018: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0163,655
Total number of active participants reported on line 7a of the Form 55002018-01-0150,445
Number of other retired or separated participants entitled to future benefits2018-01-019,431
Total of all active and inactive participants2018-01-0159,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01140
Total participants2018-01-0160,016
Number of participants with account balances2018-01-0148,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014,430
2017: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0164,956
Total number of active participants reported on line 7a of the Form 55002017-01-0155,852
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016,690
Total of all active and inactive participants2017-01-0162,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0187
Total participants2017-01-0162,629
Number of participants with account balances2017-01-0149,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013,528
2016: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0166,725
Total number of active participants reported on line 7a of the Form 55002016-01-0157,271
Number of retired or separated participants receiving benefits2016-01-0174
Number of other retired or separated participants entitled to future benefits2016-01-016,473
Total of all active and inactive participants2016-01-0163,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0176
Total participants2016-01-0163,894
Number of participants with account balances2016-01-0145,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110,633
2015: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0163,776
Total number of active participants reported on line 7a of the Form 55002015-01-0159,311
Number of retired or separated participants receiving benefits2015-01-0142
Number of other retired or separated participants entitled to future benefits2015-01-015,296
Total of all active and inactive participants2015-01-0164,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0172
Total participants2015-01-0164,721
Number of participants with account balances2015-01-0143,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110,938
2014: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0137,216
Total number of active participants reported on line 7a of the Form 55002014-01-0158,617
Number of retired or separated participants receiving benefits2014-01-0167
Number of other retired or separated participants entitled to future benefits2014-01-012,886
Total of all active and inactive participants2014-01-0161,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0156
Total participants2014-01-0161,626
Number of participants with account balances2014-01-0133,596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016,949
2013: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128,676
Total number of active participants reported on line 7a of the Form 55002013-01-0135,640
Number of retired or separated participants receiving benefits2013-01-0157
Number of other retired or separated participants entitled to future benefits2013-01-013,792
Total of all active and inactive participants2013-01-0139,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0153
Total participants2013-01-0139,542
Number of participants with account balances2013-01-0130,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017,729
2012: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0143,243
Total number of active participants reported on line 7a of the Form 55002012-01-0124,486
Number of retired or separated participants receiving benefits2012-01-0128
Number of other retired or separated participants entitled to future benefits2012-01-013,065
Total of all active and inactive participants2012-01-0127,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0138
Total participants2012-01-0127,617
Number of participants with account balances2012-01-0127,617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016,535
2011: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133,283
Total number of active participants reported on line 7a of the Form 55002011-01-0139,305
Number of retired or separated participants receiving benefits2011-01-0136
Number of other retired or separated participants entitled to future benefits2011-01-013,873
Total of all active and inactive participants2011-01-0143,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0129
Total participants2011-01-0143,243
Number of participants with account balances2011-01-0126,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016,171
2010: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0130,421
Total number of active participants reported on line 7a of the Form 55002010-01-0128,785
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-012,936
Total of all active and inactive participants2010-01-0131,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0127
Total participants2010-01-0131,758
Number of participants with account balances2010-01-0123,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014,637
2009: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125,376
Total number of active participants reported on line 7a of the Form 55002009-01-0127,132
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-013,267
Total of all active and inactive participants2009-01-0130,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0120
Total participants2009-01-0130,421
Number of participants with account balances2009-01-0120,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012,413

Financial Data on BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-42,884,298
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$75,344,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$73,772,249
Expenses. Certain deemed distributions of participant loans2022-12-31$52,798
Value of total corrective distributions2022-12-31$604,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$41,254,175
Value of total assets at end of year2022-12-31$411,142,128
Value of total assets at beginning of year2022-12-31$529,370,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$914,437
Total interest from all sources2022-12-31$312,292
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,494,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,494,843
Administrative expenses professional fees incurred2022-12-31$38,534
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$33,479,261
Participant contributions at end of year2022-12-31$6,795,684
Participant contributions at beginning of year2022-12-31$6,678,303
Participant contributions at end of year2022-12-31$501,637
Participant contributions at beginning of year2022-12-31$829
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,106,695
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$14,319
Other income not declared elsewhere2022-12-31$895,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-118,228,778
Value of net assets at end of year (total assets less liabilities)2022-12-31$411,142,128
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$529,370,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$78,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$101,777,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$142,280,791
Interest on participant loans2022-12-31$312,292
Value of interest in common/collective trusts at end of year2022-12-31$301,390,347
Value of interest in common/collective trusts at beginning of year2022-12-31$379,510,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,599,929
Net investment gain or loss from common/collective trusts2022-12-31$-56,241,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,668,219
Employer contributions (assets) at end of year2022-12-31$676,964
Employer contributions (assets) at beginning of year2022-12-31$900,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$73,757,930
Contract administrator fees2022-12-31$797,021
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LBMC, PC
Accountancy firm EIN2022-12-31621199757
2021 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$39,113
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$122,531,176
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$136,003,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$134,342,416
Expenses. Certain deemed distributions of participant loans2021-12-31$239,137
Value of total corrective distributions2021-12-31$50,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$53,688,277
Value of total assets at end of year2021-12-31$529,370,906
Value of total assets at beginning of year2021-12-31$542,882,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,372,096
Total interest from all sources2021-12-31$435,607
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,470,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,470,067
Administrative expenses professional fees incurred2021-12-31$12,800
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$43,554,995
Participant contributions at end of year2021-12-31$6,678,303
Participant contributions at beginning of year2021-12-31$9,871,915
Participant contributions at end of year2021-12-31$829
Participant contributions at beginning of year2021-12-31$4,058
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,792,686
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,915
Other income not declared elsewhere2021-12-31$29,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-13,472,802
Value of net assets at end of year (total assets less liabilities)2021-12-31$529,370,906
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$542,882,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$52,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$142,280,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$143,522,897
Interest on participant loans2021-12-31$435,607
Value of interest in common/collective trusts at end of year2021-12-31$379,510,554
Value of interest in common/collective trusts at beginning of year2021-12-31$387,324,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,491,804
Net investment gain or loss from common/collective trusts2021-12-31$43,416,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,340,596
Employer contributions (assets) at end of year2021-12-31$900,429
Employer contributions (assets) at beginning of year2021-12-31$2,159,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$134,339,501
Contract administrator fees2021-12-31$1,306,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LBMC, PC
Accountancy firm EIN2021-12-31621199757
2020 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$140,190,469
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$100,024,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$98,078,136
Expenses. Certain deemed distributions of participant loans2020-12-31$18,041
Value of total corrective distributions2020-12-31$330,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$70,473,523
Value of total assets at end of year2020-12-31$542,882,821
Value of total assets at beginning of year2020-12-31$502,716,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,597,427
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$520,963
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,452,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,452,509
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$58,659,495
Participant contributions at end of year2020-12-31$9,871,915
Participant contributions at beginning of year2020-12-31$11,500,511
Participant contributions at end of year2020-12-31$4,058
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,701,589
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$530,576
Administrative expenses (other) incurred2020-12-31$1,597,427
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$-425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$40,166,305
Value of net assets at end of year (total assets less liabilities)2020-12-31$542,882,821
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$502,716,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$143,522,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$130,221,711
Interest on participant loans2020-12-31$520,963
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$387,324,510
Value of interest in common/collective trusts at beginning of year2020-12-31$360,994,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,545,595
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$46,667,303
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,112,439
Employer contributions (assets) at end of year2020-12-31$2,159,441
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$98,078,136
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LBMC, PC
Accountancy firm EIN2020-12-31621199757
2019 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$174,062,700
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$74,024,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$72,087,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$86,029,894
Value of total assets at end of year2019-12-31$502,716,516
Value of total assets at beginning of year2019-12-31$402,678,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,937,254
Total interest from all sources2019-12-31$594,645
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,902,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,902,266
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$71,011,613
Participant contributions at end of year2019-12-31$11,500,511
Participant contributions at beginning of year2019-12-31$11,000,304
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,079,234
Other income not declared elsewhere2019-12-31$603,102
Administrative expenses (other) incurred2019-12-31$1,937,254
Total non interest bearing cash at end of year2019-12-31$-425
Total non interest bearing cash at beginning of year2019-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$100,037,777
Value of net assets at end of year (total assets less liabilities)2019-12-31$502,716,516
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$402,678,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$130,221,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$102,358,816
Interest on participant loans2019-12-31$594,645
Value of interest in common/collective trusts at end of year2019-12-31$360,994,719
Value of interest in common/collective trusts at beginning of year2019-12-31$289,319,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,716,842
Net investment gain or loss from common/collective trusts2019-12-31$59,215,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,939,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$72,087,669
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm EIN2019-12-31621199757
2018 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$63,441,924
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$68,364,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$66,210,067
Expenses. Certain deemed distributions of participant loans2018-12-31$39,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$87,496,493
Value of total assets at end of year2018-12-31$402,678,739
Value of total assets at beginning of year2018-12-31$407,601,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,115,845
Total interest from all sources2018-12-31$520,737
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,533,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,533,579
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$72,982,126
Participant contributions at end of year2018-12-31$11,000,304
Participant contributions at beginning of year2018-12-31$10,443,036
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,314,358
Other income not declared elsewhere2018-12-31$624,314
Administrative expenses (other) incurred2018-12-31$2,115,845
Total non interest bearing cash at end of year2018-12-31$5
Total non interest bearing cash at beginning of year2018-12-31$-1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,923,013
Value of net assets at end of year (total assets less liabilities)2018-12-31$402,678,739
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$407,601,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$102,358,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$379,463,313
Interest on participant loans2018-12-31$520,737
Value of interest in common/collective trusts at end of year2018-12-31$289,319,614
Value of interest in common/collective trusts at beginning of year2018-12-31$17,695,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,646,455
Net investment gain or loss from common/collective trusts2018-12-31$-16,086,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,200,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$66,210,067
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LBMC, PC
Accountancy firm EIN2018-12-31621199757
2017 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$142,358,608
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$53,094,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$51,281,827
Expenses. Certain deemed distributions of participant loans2017-12-31$76,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$84,582,522
Value of total assets at end of year2017-12-31$407,601,752
Value of total assets at beginning of year2017-12-31$318,337,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,736,804
Total interest from all sources2017-12-31$417,649
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,429,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,429,436
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$69,689,249
Participant contributions at end of year2017-12-31$10,443,036
Participant contributions at beginning of year2017-12-31$8,486,289
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,016,108
Other income not declared elsewhere2017-12-31$71,553
Administrative expenses (other) incurred2017-12-31$1,736,804
Total non interest bearing cash at end of year2017-12-31$-1
Total non interest bearing cash at beginning of year2017-12-31$32,135,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$89,263,771
Value of net assets at end of year (total assets less liabilities)2017-12-31$407,601,752
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$318,337,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$379,463,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$260,642,603
Interest on participant loans2017-12-31$417,649
Value of interest in common/collective trusts at end of year2017-12-31$17,695,404
Value of interest in common/collective trusts at beginning of year2017-12-31$17,073,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$50,543,266
Net investment gain or loss from common/collective trusts2017-12-31$314,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,877,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$51,281,827
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LBMC, PC
Accountancy firm EIN2017-12-31621199757
2016 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$97,372,386
Total of all expenses incurred2016-12-31$65,440,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$60,883,139
Expenses. Certain deemed distributions of participant loans2016-12-31$77,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$74,323,129
Value of total assets at end of year2016-12-31$318,337,981
Value of total assets at beginning of year2016-12-31$286,406,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,480,368
Total interest from all sources2016-12-31$322,443
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,217,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,217,569
Administrative expenses professional fees incurred2016-12-31$10,700
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$61,786,694
Participant contributions at end of year2016-12-31$8,486,289
Participant contributions at beginning of year2016-12-31$7,416,230
Participant contributions at beginning of year2016-12-31$2,839
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,812,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,777
Administrative expenses (other) incurred2016-12-31$4,289,137
Total non interest bearing cash at end of year2016-12-31$32,135,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$31,931,644
Value of net assets at end of year (total assets less liabilities)2016-12-31$318,337,981
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$286,406,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$180,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$260,642,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$258,936,645
Interest on participant loans2016-12-31$322,443
Value of interest in common/collective trusts at end of year2016-12-31$17,073,837
Value of interest in common/collective trusts at beginning of year2016-12-31$17,293,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$250,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$250,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,247,592
Net investment gain or loss from common/collective trusts2016-12-31$261,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,723,807
Employer contributions (assets) at beginning of year2016-12-31$2,503,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$60,883,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$66,428,389
Total of all expenses incurred2015-12-31$38,985,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$36,258,944
Expenses. Certain deemed distributions of participant loans2015-12-31$110,632
Value of total corrective distributions2015-12-31$7,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$68,097,572
Value of total assets at end of year2015-12-31$286,406,337
Value of total assets at beginning of year2015-12-31$258,963,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,607,988
Total interest from all sources2015-12-31$290,864
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,905,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,905,051
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$54,902,710
Participant contributions at end of year2015-12-31$7,416,230
Participant contributions at beginning of year2015-12-31$6,810,629
Participant contributions at end of year2015-12-31$2,839
Participant contributions at beginning of year2015-12-31$2,308
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,304,630
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,597
Administrative expenses (other) incurred2015-12-31$2,484,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$27,443,274
Value of net assets at end of year (total assets less liabilities)2015-12-31$286,406,337
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$258,963,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$123,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$258,936,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$234,122,915
Interest on participant loans2015-12-31$290,838
Value of interest in common/collective trusts at end of year2015-12-31$17,293,117
Value of interest in common/collective trusts at beginning of year2015-12-31$16,016,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$250,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$254,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$254,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,056,965
Net investment gain or loss from common/collective trusts2015-12-31$191,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,890,232
Employer contributions (assets) at end of year2015-12-31$2,503,684
Employer contributions (assets) at beginning of year2015-12-31$1,748,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$36,258,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$558,942
Total income from all sources (including contributions)2014-12-31$82,711,975
Total of all expenses incurred2014-12-31$33,108,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$30,496,133
Expenses. Certain deemed distributions of participant loans2014-12-31$86,078
Value of total corrective distributions2014-12-31$4,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$67,998,627
Value of total assets at end of year2014-12-31$258,963,063
Value of total assets at beginning of year2014-12-31$208,800,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,521,714
Total interest from all sources2014-12-31$230,381
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,332,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,332,865
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$38,668,304
Participant contributions at end of year2014-12-31$6,810,629
Participant contributions at beginning of year2014-12-31$5,090,560
Participant contributions at end of year2014-12-31$2,308
Participant contributions at beginning of year2014-12-31$4,535
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,541,683
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,501
Administrative expenses (other) incurred2014-12-31$2,439,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$49,603,481
Value of net assets at end of year (total assets less liabilities)2014-12-31$258,963,063
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$208,800,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$82,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$234,122,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$185,322,800
Interest on participant loans2014-12-31$230,358
Value of interest in common/collective trusts at end of year2014-12-31$16,016,634
Value of interest in common/collective trusts at beginning of year2014-12-31$16,150,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$254,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$167,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$167,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,045,543
Net investment gain or loss from common/collective trusts2014-12-31$104,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,788,640
Employer contributions (assets) at end of year2014-12-31$1,748,190
Employer contributions (assets) at beginning of year2014-12-31$2,061,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$30,496,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LATTIMORE, BLACK, MORGA & CAIN, PC
Accountancy firm EIN2014-12-31621199757
2013 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$72,650,283
Total of all expenses incurred2013-12-31$26,358,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,202,668
Expenses. Certain deemed distributions of participant loans2013-12-31$44,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$40,565,470
Value of total assets at end of year2013-12-31$208,800,640
Value of total assets at beginning of year2013-12-31$162,508,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,111,250
Total interest from all sources2013-12-31$183,687
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,876,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,876,446
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$31,078,990
Participant contributions at end of year2013-12-31$5,090,560
Participant contributions at beginning of year2013-12-31$4,212,378
Participant contributions at end of year2013-12-31$4,535
Participant contributions at beginning of year2013-12-31$538
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,415,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,471
Administrative expenses (other) incurred2013-12-31$2,111,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$46,292,186
Value of net assets at end of year (total assets less liabilities)2013-12-31$208,800,640
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$162,508,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$185,322,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$139,345,363
Interest on participant loans2013-12-31$183,672
Value of interest in common/collective trusts at end of year2013-12-31$16,150,554
Value of interest in common/collective trusts at beginning of year2013-12-31$16,552,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$167,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$216,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$216,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$28,902,011
Net investment gain or loss from common/collective trusts2013-12-31$122,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,070,813
Employer contributions (assets) at end of year2013-12-31$2,061,525
Employer contributions (assets) at beginning of year2013-12-31$2,178,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,202,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN2013-12-31621199757
2012 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$51,080,304
Total of all expenses incurred2012-12-31$21,398,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,451,236
Expenses. Certain deemed distributions of participant loans2012-12-31$50,788
Value of total corrective distributions2012-12-31$77,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$34,128,677
Value of total assets at end of year2012-12-31$162,508,454
Value of total assets at beginning of year2012-12-31$132,827,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,819,872
Total interest from all sources2012-12-31$158,688
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,864,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,864,271
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$25,710,949
Participant contributions at end of year2012-12-31$4,212,378
Participant contributions at beginning of year2012-12-31$3,609,382
Participant contributions at end of year2012-12-31$538
Participant contributions at beginning of year2012-12-31$374,602
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,408,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,898
Administrative expenses (other) incurred2012-12-31$1,819,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$29,681,324
Value of net assets at end of year (total assets less liabilities)2012-12-31$162,508,454
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$132,827,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$139,345,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$111,938,246
Interest on participant loans2012-12-31$158,670
Value of interest in common/collective trusts at end of year2012-12-31$16,552,414
Value of interest in common/collective trusts at beginning of year2012-12-31$15,891,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$216,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$90,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$90,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,754,757
Net investment gain or loss from common/collective trusts2012-12-31$173,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,008,746
Employer contributions (assets) at end of year2012-12-31$2,178,114
Employer contributions (assets) at beginning of year2012-12-31$920,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,451,236
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN2012-12-31621199757
2011 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$11,287,032
Total income from all sources (including contributions)2011-12-31$26,541,641
Total of all expenses incurred2011-12-31$15,393,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,930,302
Expenses. Certain deemed distributions of participant loans2011-12-31$39,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$27,712,431
Value of total assets at end of year2011-12-31$132,827,130
Value of total assets at beginning of year2011-12-31$110,392,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,424,176
Total interest from all sources2011-12-31$140,218
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,282,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,282,977
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$21,317,403
Participant contributions at end of year2011-12-31$3,609,382
Participant contributions at beginning of year2011-12-31$3,169,008
Participant contributions at end of year2011-12-31$374,602
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,939,254
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,467
Administrative expenses (other) incurred2011-12-31$1,424,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$11,147,946
Value of net assets at end of year (total assets less liabilities)2011-12-31$132,827,130
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$110,392,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$111,938,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$92,440,686
Interest on participant loans2011-12-31$140,195
Value of interest in common/collective trusts at end of year2011-12-31$15,891,457
Value of interest in common/collective trusts at beginning of year2011-12-31$14,657,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$90,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$122,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$122,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,811,847
Net investment gain or loss from common/collective trusts2011-12-31$217,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,455,774
Employer contributions (assets) at end of year2011-12-31$920,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,930,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN2011-12-31621199757
2010 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$31,903,307
Total of all expenses incurred2010-12-31$12,471,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,777,279
Expenses. Certain deemed distributions of participant loans2010-12-31$101,215
Value of total corrective distributions2010-12-31$19,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,168,016
Value of total assets at end of year2010-12-31$110,392,152
Value of total assets at beginning of year2010-12-31$90,960,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$574,303
Total interest from all sources2010-12-31$143,958
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,779,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,779,680
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$18,546,020
Participant contributions at end of year2010-12-31$3,169,008
Participant contributions at beginning of year2010-12-31$2,584,958
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,449,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,467
Administrative expenses (other) incurred2010-12-31$574,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$19,431,493
Value of net assets at end of year (total assets less liabilities)2010-12-31$110,392,152
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$90,960,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$92,440,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$73,458,146
Interest on participant loans2010-12-31$143,928
Value of interest in common/collective trusts at end of year2010-12-31$14,657,519
Value of interest in common/collective trusts at beginning of year2010-12-31$14,285,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$122,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$632,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$632,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,510,635
Net investment gain or loss from common/collective trusts2010-12-31$301,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,172,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,777,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN2010-12-31621199757
2009 : BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN

2022: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BROOKDALE SENIOR LIVING, INC. 401K RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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