2023 Form 5500 filing — Gurwin Tax Deferred Annuity 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 20250502094025NAL0004346113001) for Gurwin Tax Deferred Annuity Plan, reported by Gurwin Jewish Nursing & Rehabilitation Center under EIN 11-2785201 and plan number 001. It reports 1,346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250502094025NAL0004346113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gurwin Jewish Nursing & Rehabilitation Center
- EIN
- 11-2785201
- Plan number
- 001
- Location
- Commack, NY
- Participants
- 1,346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,916,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,916,492
- Employer contributions
- $1,497,013
- Participant contributions
- $2,598,520
- Total income / additions
- $16,635,679
- Benefits paid
- $14,569,977
- Administrative expenses
- $149,708
- Total expenses
- $14,768,447
- Net increase / (decrease)
- $1,867,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $158,519 | $0 |
| Sentinel Pension Advisors | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset |