2023 Form 5500 filing — Bank Hapoalim B.M. 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 20241009110708NAL0036808450001) for Bank Hapoalim B.M. Pension Plan, reported by Bank Hapoalim B.M. under EIN 13-2775750 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110708NAL0036808450001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Hapoalim B.M.
- EIN
- 13-2775750
- Plan number
- 001
- Location
- New York, NY
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,409,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,409,383
- Total income / additions
- $6,676,860
- Benefits paid
- $3,065,538
- Administrative expenses
- $197,893
- Total expenses
- $3,263,431
- Net increase / (decrease)
- $3,413,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $137,392 | $0 |
| Newport Group Consulting | INVESTMENT ADVISORY | $60,501 | not reported in the loaded dataset |