2023 Form 5500 filing — Basic Pension Plan For Employees Of Jewish Federation Council Of Greater Los Angeles
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 20241015182504NAL0050881040001) for Basic Pension Plan For Employees Of Jewish Federation Council Of Greater Los Angeles, reported by Jewish Federation Council Of Greater Los Angeles under EIN 95-1643388 and plan number 001. It reports 1,894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182504NAL0050881040001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jewish Federation Council Of Greater Los Angeles
- EIN
- 95-1643388
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 1,894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,636,741
- Total liabilities (EOY)
- $12,599
- Net assets (EOY)
- $129,624,142
- Employer contributions
- $5,000,000
- Participant contributions
- $23,270
- Total income / additions
- $20,625,226
- Benefits paid
- $12,170,080
- Administrative expenses
- $783,994
- Total expenses
- $12,954,074
- Net increase / (decrease)
- $7,671,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Evoke Advisors | NONE | $214,144 | $0 |
| Empower Annuity Ins. Co. Of America | NONE | $175,000 | $0 |
| U.S. Bank Na | NONE | $92,954 | $0 |
| Horizon Actuarial Services, LLC | NONE | $71,952 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $26,900 | not reported in the loaded dataset |
| Arthur J Gallagher Ins. Brokers | NONE | $18,939 | not reported in the loaded dataset |
| Mitchell Silberberg & Knupp Llp | NONE | $10,580 | not reported in the loaded dataset |