2023 Form 5500 filing — Ezra Medical Center 403(B) 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 20241010132944NAL0040168034001) for Ezra Medical Center 403(B) Retirement Plan, reported by Lerfuah Medical And Rehabilitation Center Inc. Dba Ezra Medical Center under EIN 11-3535388 and plan number 002. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132944NAL0040168034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lerfuah Medical And Rehabilitation Center Inc. Dba Ezra Medical Center
- EIN
- 11-3535388
- Plan number
- 002
- Location
- Brooklyn, NY
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,771,884
- Net assets (EOY)
- $3,771,884
- Employer contributions
- $217,651
- Participant contributions
- $690,441
- Total income / additions
- $1,837,975
- Benefits paid
- $353,684
- Administrative expenses
- $33,217
- Total expenses
- $386,901
- Net increase / (decrease)
- $1,451,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $12,185 | $0 |
| Pcs Retirement, LLC | CONTRACT ADMIN | $8,970 | not reported in the loaded dataset |
| Lionstreetfinancial | BROKER/ADVISOR | $8,148 | not reported in the loaded dataset |
| Arnold Warshavchik | CONTRACT ADMIN | $300 | $7,619 |