2023 Form 5500 filing — Hebrew Health Care, Inc. 401(K) 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 20250715104452NAL0002766720001) for Hebrew Health Care, Inc. 401(K) Retirement Plan, reported by Hebrew Health Care, Inc. under EIN 04-3750515 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715104452NAL0002766720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hebrew Health Care, Inc.
- EIN
- 04-3750515
- Plan number
- 001
- Location
- West Hartford, CT
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,094,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,094,701
- Employer contributions
- $0
- Participant contributions
- $101,400
- Total income / additions
- $1,030,304
- Benefits paid
- $1,055,053
- Administrative expenses
- $40,398
- Total expenses
- $1,095,451
- Net increase / (decrease)
- -$65,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,601 | $0 |
| Pasi, LLC | CONTRACT ADMIN | $10,030 | not reported in the loaded dataset |
| New Edge Advisors LLC | INVESTMENT ADVISOR | $7,536 | not reported in the loaded dataset |
| Cwm LLC | INVESTMENT ADVISOR | $4,879 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,761 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $846 | not reported in the loaded dataset |