2023 Form 5500 filing — Island Nursing And Rehab Center 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 20241009100304NAL0030873040010) for Island Nursing And Rehab Center Retirement Plan, reported by Island Nursing And Rehab Center under EIN 11-3570505 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100304NAL0030873040010
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Island Nursing And Rehab Center
- EIN
- 11-3570505
- Plan number
- 001
- Location
- Holtsville, NY
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,918,619
- Net assets (EOY)
- $5,918,619
- Employer contributions
- $94,881
- Participant contributions
- $268,579
- Total income / additions
- $1,165,013
- Benefits paid
- $984,747
- Administrative expenses
- $60,515
- Total expenses
- $1,045,262
- Net increase / (decrease)
- $119,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $41,051 | $0 |
| Aspire Advisors LLC | INVESTMENT ADVISOR | $20,304 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |