The Jewish Home Retirement Savings Plan — Form 5500 plan (Jewish Senior Services)
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, The Jewish Home Retirement Savings Plan is a benefit plan reported by Jewish Senior Services under EIN 06-0846991 and plan number 002. The latest loaded filing year is 2023. The filing reports 906 participants and $28,844,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Senior Services
- EIN
- 06-0846991
- Plan number
- 002
- Plan type
- 2
- Location
- Bridgeport, CT
- Latest filing year
- 2023
- Participants
- 906
- End-of-year plan assets
- $28,844,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 906 | H, C | 20241011123422NAL0038728064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,844,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,844,770
- Net assets (BOY)
- $25,168,386
Income & contributions
- Employer contributions
- $892,045
- Participant contributions
- $1,816,028
- Total contributions
- $2,816,396
- Total income / additions
- $6,361,515
Expenses & distributions
- Benefits paid
- $2,562,864
- Administrative expenses
- $122,267
- Total expenses
- $2,685,131
- Net increase / (decrease)
- $3,676,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $5,008 | not reported in the loaded dataset | 2023 |