2023 Form 5500 filing — Retirement Plan Of The Jewish Federations Of North America
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 20250415140737NAL0001461203001) for Retirement Plan Of The Jewish Federations Of North America, reported by The Jewish Federations Of North America under EIN 13-1624240 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415140737NAL0001461203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Jewish Federations Of North America
- EIN
- 13-1624240
- Plan number
- 001
- Location
- New York, NY
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,481,203
- Total liabilities (EOY)
- $60,850
- Net assets (EOY)
- $19,420,353
- Employer contributions
- $1,492,885
- Total income / additions
- $3,369,289
- Benefits paid
- $2,466,152
- Administrative expenses
- $316,813
- Total expenses
- $2,782,965
- Net increase / (decrease)
- $586,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| October Three | NONE | $38,900 | not reported in the loaded dataset |
| Bdo Usa | NONE | $29,050 | not reported in the loaded dataset |
| New England Pension Consultants | NONE | $26,266 | not reported in the loaded dataset |
| Pnc Bank | NONE | $10,295 | $0 |
| Philadelphia Insurance Co | NONE | $9,141 | not reported in the loaded dataset |
| Wellington | NONE | $6,629 | not reported in the loaded dataset |