2023 Form 5500 filing — The Retirement Plan For The Employees Of The American Jewish Committee

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 20241008132558NAL0009717859001) for The Retirement Plan For The Employees Of The American Jewish Committee, reported by American Jewish Committee under EIN 13-5563393 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008132558NAL0009717859001
Filing year
2023
Form type
2
Plan sponsor
American Jewish Committee
EIN
13-5563393
Plan number
001
Location
New York, NY
Participants
284
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$28,346,131
Total liabilities (EOY)
$61,153
Net assets (EOY)
$28,284,978
Employer contributions
$1,220,000
Total income / additions
$5,453,583
Benefits paid
$15,743,355
Administrative expenses
$548,302
Total expenses
$16,291,657
Net increase / (decrease)
-$10,838,074
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Gallagher Benefit Services, Inc.NONE$122,000not reported in the loaded dataset
Jpmorgan Chase Bank, N.A.NONE$75,000not reported in the loaded dataset
Brown Advisory, LLCNONE$66,815not reported in the loaded dataset
Usi Consulting GroupNONE$30,800not reported in the loaded dataset
Grant ThorntonNONE$25,625not reported in the loaded dataset
Proskauer Rose LlpNONE$15,630not reported in the loaded dataset

Related Form 5500 pages