Gurwin Tax Deferred Annuity Plan — Form 5500 plan (Gurwin Jewish Nursing & Rehabilitation Center)

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, Gurwin Tax Deferred Annuity Plan is a benefit plan reported by Gurwin Jewish Nursing & Rehabilitation Center under EIN 11-2785201 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,346 participants and $93,916,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gurwin Jewish Nursing & Rehabilitation Center
EIN
11-2785201
Plan number
001
Plan type
2
Location
Commack, NY
Latest filing year
2023
Participants
1,346
End-of-year plan assets
$93,916,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,346H, C20250502094025NAL0004346113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,916,492
Total liabilities (EOY)
$0
Net assets (EOY)
$93,916,492
Net assets (BOY)
$92,049,260

Income & contributions

Employer contributions
$1,497,013
Participant contributions
$2,598,520
Total contributions
$4,317,810
Total income / additions
$16,635,679

Expenses & distributions

Benefits paid
$14,569,977
Administrative expenses
$149,708
Total expenses
$14,768,447
Net increase / (decrease)
$1,867,232

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$158,519$02023
Sentinel Pension AdvisorsINVESTMENT ADVISOR$55,000not reported in the loaded dataset2023

Related Form 5500 pages