BROOKS HEALTH SYSTEM RETIREMENT PLAN

Plan Contact

  • Address: 3599 UNIVERSITY BLVD. SOUTH,JACKSONVILLE,FL
  • Contact person: KAREN GALLAGHER
  • Phone: (904) 345-7303

Plan General Information

BROOKS HEALTH SYSTEM RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of BROOKS HEALTH SYSTEM RETIREMENT PLAN is $45,078,689.00.This plan was established in 1995.

BROOKS HEALTH SYSTEM RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in BROOKS HEALTH SYSTEM RETIREMENT PLAN is 1359

BROOKS HEALTH SYSTEM RETIREMENT PLAN Average Participant Retirement Account Value

In 2012, the average participant retirement account value for BROOKS HEALTH SYSTEM RETIREMENT PLAN is $33,170.00

BROOKS HEALTH SYSTEM RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for BROOKS HEALTH SYSTEM RETIREMENT PLAN is $3,075.00.

BROOKS HEALTH SYSTEM RETIREMENT PLAN Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in BROOKS HEALTH SYSTEM RETIREMENT PLAN is approximately $1,243.00
Investing in this additonal $1,243.00 for 20 years would give you extra $79,614.00, assuming a 10% annual return.

BROOKS HEALTH SYSTEM RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2012, BROOKS HEALTH SYSTEM RETIREMENT PLAN allocates $1,690,564.00 to match its employees' contributions, providing an employer match rate of 80.89% of their contributions

BROOKS HEALTH SYSTEM RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of BROOKS HEALTH SYSTEM RETIREMENT PLAN is 13.13%.

BROOKS HEALTH SYSTEM RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for BROOKS HEALTH SYSTEM RETIREMENT PLAN is 8.16%. This measures the effectiveness of the plan participants' investments in the year.

BROOKS HEALTH SYSTEM RETIREMENT PLAN Expense Ratio

In 2012, the investment and administrative expense ratio of BROOKS HEALTH SYSTEM RETIREMENT PLAN is 0.13%.

Enrollment Features

BROOKS HEALTH SYSTEM RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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