2023 Form 5500 filing — 92nd Street Y 403(B) 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 20241015104120NAL0048885024001) for 92nd Street Y 403(B) Plan, reported by The Young Men'S And Young Women'S Hebrew Associa under EIN 13-1624229 and plan number 001. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104120NAL0048885024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Young Men'S And Young Women'S Hebrew Associa
- EIN
- 13-1624229
- Plan number
- 001
- Location
- New York, NY
- Participants
- 623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,203,524
- Net assets (EOY)
- $26,203,524
- Participant contributions
- $1,806,120
- Total income / additions
- $5,424,377
- Benefits paid
- $2,943,332
- Administrative expenses
- $66,682
- Total expenses
- $3,010,014
- Net increase / (decrease)
- $2,414,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Insurance Services | SERVICE PROVIDER | $37,061 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $26,191 | not reported in the loaded dataset |
| Brighthouse Life Insurance Company | SERVICE PROVIDER | $583 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $25 | not reported in the loaded dataset |
| Metlife Insurance Company | SERVICE PROVIDER | $0 | not reported in the loaded dataset |