2023 Form 5500 filing — Metropolitan Jewish Health System, Inc. 403(B) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806071230NAL0003580336001) for Metropolitan Jewish Health System, Inc. 403(B) Plan, reported by Metropolitan Jewish Health System, Inc. under EIN 11-3538697 and plan number 003. It reports 3,521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806071230NAL0003580336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metropolitan Jewish Health System, Inc.
- EIN
- 11-3538697
- Plan number
- 003
- Location
- New York, NY
- Participants
- 3,521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,005,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $171,005,261
- Employer contributions
- $239,551
- Participant contributions
- $12,601,035
- Total income / additions
- $38,046,076
- Benefits paid
- $10,835,732
- Administrative expenses
- $233,142
- Total expenses
- $11,215,237
- Net increase / (decrease)
- $26,830,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $232,643 | $0 |
| Hanys Benefit Services | SERVICE PROVIDER | $120,502 | not reported in the loaded dataset |