2023 Form 5500 filing — Metropolitan Jewish Pension 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 20240806071842NAL0002191729001) for Metropolitan Jewish Pension Plan, reported by Metropolitan Jewish Health System, Inc. under EIN 11-3538697 and plan number 002. It reports 2,523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806071842NAL0002191729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metropolitan Jewish Health System, Inc.
- EIN
- 11-3538697
- Plan number
- 002
- Location
- New York, NY
- Participants
- 2,523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,767,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,767,828
- Employer contributions
- $8,056,447
- Total income / additions
- $26,656,609
- Benefits paid
- $6,861,247
- Administrative expenses
- $173,651
- Total expenses
- $7,034,898
- Net increase / (decrease)
- $19,621,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $173,253 | $0 |
| Hanys Benefit Servicese | INVESTMENT ADVISORY | $94,188 | not reported in the loaded dataset |