2023 Form 5500 filing — The Jewish Home & Hospital Retirement 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 20241008134302NAL0008419523001) for The Jewish Home & Hospital Retirement Plan, reported by The New Jewish Home under EIN 13-1624033 and plan number 001. It reports 936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008134302NAL0008419523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The New Jewish Home
- EIN
- 13-1624033
- Plan number
- 001
- Location
- New York, NY
- Participants
- 936
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,458,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,458,404
- Employer contributions
- $3,165,644
- Total income / additions
- $9,803,787
- Benefits paid
- $7,065,993
- Administrative expenses
- $1,194,815
- Total expenses
- $8,260,808
- Net increase / (decrease)
- $1,542,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Offit Capital Advisors LLC | NONE | $179,855 | not reported in the loaded dataset |
| Milliman | NONE | $141,831 | not reported in the loaded dataset |
| Onedigital Investment Advisors, LLC | NONE | $77,250 | not reported in the loaded dataset |
| Wilmington Trust Company | NONE | $66,286 | not reported in the loaded dataset |
| Clarkston Capital Partners | NONE | $11,997 | not reported in the loaded dataset |
| Wilkinson Global Asset Management | NONE | $6,928 | not reported in the loaded dataset |
| Spyglass Capital Management | NONE | $5,219 | not reported in the loaded dataset |