Plan5500

Metropolitan Jewish Pension Plan — Form 5500 plan (Metropolitan Jewish Health System, 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, Metropolitan Jewish Pension Plan is a benefit plan reported by Metropolitan Jewish Health System, Inc. under EIN 11-3538697 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,523 participants and $141,767,828 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metropolitan Jewish Health System, Inc.
EIN
11-3538697
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,523
End-of-year plan assets
$141,767,828

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,523H, C20240806071842NAL0002191729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$141,767,828
Total liabilities (EOY)
$0
Net assets (EOY)
$141,767,828
Net assets (BOY)
$122,146,117

Income & contributions

Employer contributions
$8,056,447
Total contributions
$8,056,447
Total income / additions
$26,656,609

Expenses & distributions

Benefits paid
$6,861,247
Administrative expenses
$173,651
Total expenses
$7,034,898
Net increase / (decrease)
$19,621,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$173,253$02023
Hanys Benefit ServiceseINVESTMENT ADVISORY$94,188not reported in the loaded dataset2023

Related Form 5500 pages