Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
ALBERT EINSTEIN HEALTHCARE NETWORK (AEHN) |
232290323 | 9 | Yes | 0 | 0 | |
| (B)
ALBERT EINSTEIN MEDICAL CENTER |
231396794 | 3 | No | 0 | 0 | |
| (C)
BCCT Over Corp |
231352200 | 3 | No | 0 | 0 | |
| (D)
EINSTEIN COMMUNITY HEALTH ASSOCIATES INC |
232760086 | 9 | No | 0 | 0 | |
| (E)
EINSTEIN PRACTICE PLAN INC |
232664784 | 9 | No | 0 | 0 | |
| (F)
EINSTEIN MEDICAL CENTER MONTGOMERY |
204193243 | 3 | No | 0 | 0 | |
| (G)
FORNANCE PHYSICIANS SERVICES INC |
232275991 | 9 | No | 0 | 0 | |
| (H)
MONTGOMERY HOSPITAL |
231352193 | 3 | No | 0 | 0 | |
|
Total 8
|
0 | 0 | ||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Schedule A, Part I, Line 12f SUPPORTED ORG. PREMIUMS CLAIMS | IN RETURN FOR PREMIUMS PAID FOR INSURANCE COVERAGE, THE ORGANIZATION ADMINISTERS AND PAYS LIABILITY CLAIMS ON BEHALF OF EACH MEMBER OF THE ALBERT EINSTEIN HEALTHCARE NETWORK (AEHN) LISTED ON SCHEDULE A, PART 1, LINE 12G COLUMN (I). |
| Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name | The articles of incorporation of the organization note that Broadline Risk Retention Group ("BRRG") exists for the benefit of the organizations comprising the Albert Einstein Healthcare Network("AEHN") that are recognized as exempt organizations described in code Section 501(c)(3) and Code Section 509(a)(1), or 509(a)(2). While these organization are not listed specifically in the governing documents, each organization that is part of AEHN is supported by BRRG. |
| Schedule A, Part IV, Section A, Line 2 Supported Org. Without IRS Status 509(a)1 or (2) | Four of the eight supported organizations (Albert Einstein Healthcare Network, Einstein Community Health Associates, Inc., Einstein Practice Plan, Inc., and Fornance Physicians Services, Inc) have IRS determination of status under Section 509(a)(3). However, they are all organizations described in 509(a)(2) as they each receive more than 33 1/3% of their support from gross receipts from activities related to their exempt functions. These activities include the promotion of health, health care delivery, health education, and health system planning. |
| Software ID: | 22016089 |
| Software Version: | 2022v5.0 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 3 Significant changes in program services | On July 1st, 2022, Broadline Risk Retention Group merged with Mountain Laurel Risk Retention Group. As such, Broadline Risk Retention Group was the "Non-surviving Corporation and was dissolved. |
| Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION FOR TOP MANAGEMENT OFFICAL | THE PRESIDENT OF BROADLINE RISK RETENTION GROUP, INC. IS PAID BY ALBERT EINSTEIN HEALTHCARE NETWORK. INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF ALBERT EINSTEIN HEALTHCARE NETWORK REVIEW AND APPROVE THE COMPENSATION FOR THE PRESIDENT. THE COMPENSATION COMMITTEE REQUIRES THAT ONE OR MORE INDEPENDENT COMPENSATION EXPERTS REVIEW THE COMPENSATION TO DETERMINE THAT SUCH COMPENSATION IS APPROPRIATE AND REASONABLE AND SUCH INDEPENDENT EXPERT USES APPLICABLE COMPARABILITY DATA. THE COMMITTEE REVIEWS THE REPORTS OF THE INDEPENDENT EXPERTS IN DETAIL AND DOCUMENTS THE DATA REVIEWED, THE DELIBERATION AND DISCUSSION CONTEMPORANEOUSLY. |
| Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION FOR OTHER OFFICERS | THE OFFICERS OF BROADLINE RISK RETENTION GROUP, INC. ARE PAID BY ALBERT EINSTEIN HEALTHCARE NETWORK. INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF ALBERT EINSTEIN HEALTHCARE NETWORK REVIEW AND APPROVE THE COMPENSATION FOR THE OFFICERS. THE COMPENSATION COMMITTEE REQUIRES THAT ONE OR MORE INDEPENDENT COMPENSATION EXPERTS REVIEW THE COMPENSATION OF ALL SUCH PERSONS TO DETERMINE THAT SUCH COMPENSATION IS APPROPRIATE AND REASONABLE AND SUCH INDEPENDENT EXPERT USES APPLICABLE COMPARABILITY DATA. THE COMMITTEE REVIEWS THE REPORTS OF THE INDEPENDENT EXPERTS IN DETAIL AND DOCUMENTS THE DATA REVIEWED, THE DELIBERATION AND DISCUSSION CONTEMPORANEOUSLY. |
| Form 990, Part VI, Line 3 Delegation of management duties | THE ORGANIZATION CONTRACTS THE SERVICES OF MARSH MANAGEMENT SERVICES INC. (D/B/A MARSH CAPTIVE SOLUTIONS) TO PROVIDE SPECIALIZED INSURANCE MANAGEMENT SERVICES. AARON CIULLO WHO IS A DIRECTOR OF THE ORGANIZATION, IS A SENIOR VICE PRESIDENT OF MARSH MANAGEMENT SERVICES INC. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | BROADLINE RISK RETENTION GROUP, INC. IS OWNED BY THE ALBERT EINSTEIN HEALTHCARE NETWORK AND ITS EIGHT AFFILIATED MEMBER HEALTHCARE COMPANIES, ALL OF WHICH ARE TAX-EXEMPT SECTION 501(C)(3) ORGANIZATIONS. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE ORGANIZATION'S GOVERNING BODY IS ELECTED ANNUALLY BY MAJORITY VOTE OF THE AFFILIATED MEMBERS AT A MEETING OF THE AFFILIATED MEMBERS, OR BY UNANIMOUS WRITTEN CONSENT OF THE AFFILIATED MEMBERS. |
| Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. IT WILL BE DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. The Board annually collects the conflict of interest disclosure statement from each of the Corporation's officers and directors which discloses whether the individual has outside commitments, personal or otherwise, that would divert him or her from his or her duty to further the interests of the Corporation |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part VII, Section A, Line 1a RELATED ORGANIZATION COMPENSATION | BECAUSE OF THE MERGER WITH MOUNTAIN LAUREL RISK RETENTION GROUP, BROADLINE RISK RETENTION GROUP WAS ONLY RELATED TO EINSTEIN MEDICAL CENTER FOR A PORTION OF THE TAX YEAR. AS SUCH, ONLY THE COMPENSATION FOR JANUARY 1, 2022 THROUGH JUNE 30, 2022 HAS BEEN REPORTED ON PART VII. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Capital Transfer For Merger - -37131780; |
| Software ID: | 22016089 |
| Software Version: | 2022v5.0 |