Hebrew Health Care, Inc. 401(K) Retirement Plan — Form 5500 plan (Hebrew Health Care, Inc.)
Plain-English plan 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, Hebrew Health Care, Inc. 401(K) Retirement Plan is a benefit plan reported by Hebrew Health Care, Inc. under EIN 04-3750515 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $4,094,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hebrew Health Care, Inc.
- EIN
- 04-3750515
- Plan number
- 001
- Plan type
- 2
- Location
- West Hartford, CT
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $4,094,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20250715104452NAL0002766720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,094,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,094,701
- Net assets (BOY)
- $4,159,848
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $101,400
- Total contributions
- $110,739
- Total income / additions
- $1,030,304
Expenses & distributions
- Benefits paid
- $1,055,053
- Administrative expenses
- $40,398
- Total expenses
- $1,095,451
- Net increase / (decrease)
- -$65,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,601 | $0 | 2023 |
| Pasi, LLC | CONTRACT ADMIN | $10,030 | not reported in the loaded dataset | 2023 |
| New Edge Advisors LLC | INVESTMENT ADVISOR | $7,536 | not reported in the loaded dataset | 2023 |
| Cwm LLC | INVESTMENT ADVISOR | $4,879 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,761 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $846 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hebrew Health Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in West Hartford, CT
- Empower Annuity Insurance Company O — Schedule C compensation
- Pasi, LLC — Schedule C compensation
- New Edge Advisors LLC — Schedule C compensation
- Cwm LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation