The Jewish Home & Hospital Retirement Plan — Form 5500 plan (The New Jewish Home)
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 & Hospital Retirement Plan is a benefit plan reported by The New Jewish Home under EIN 13-1624033 and plan number 001. The latest loaded filing year is 2023. The filing reports 936 participants and $74,458,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The New Jewish Home
- EIN
- 13-1624033
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 936
- End-of-year plan assets
- $74,458,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 936 | H, C | 20241008134302NAL0008419523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,458,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,458,404
- Net assets (BOY)
- $72,915,425
Income & contributions
- Employer contributions
- $3,165,644
- Total contributions
- $3,165,644
- Total income / additions
- $9,803,787
Expenses & distributions
- Benefits paid
- $7,065,993
- Administrative expenses
- $1,194,815
- Total expenses
- $8,260,808
- Net increase / (decrease)
- $1,542,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Offit Capital Advisors LLC | NONE | $179,855 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $141,831 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors, LLC | NONE | $77,250 | not reported in the loaded dataset | 2023 |
| Wilmington Trust Company | NONE | $66,286 | not reported in the loaded dataset | 2023 |
| Clarkston Capital Partners | NONE | $11,997 | not reported in the loaded dataset | 2023 |
| Wilkinson Global Asset Management | NONE | $6,928 | not reported in the loaded dataset | 2023 |
| Spyglass Capital Management | NONE | $5,219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The New Jewish Home
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Offit Capital Advisors LLC — Schedule C compensation
- Milliman — Schedule C compensation
- Onedigital Investment Advisors, LLC — Schedule C compensation
- Wilmington Trust Company — Schedule C compensation
- Clarkston Capital Partners — Schedule C compensation
- Wilkinson Global Asset Management — Schedule C compensation
- Spyglass Capital Management — Schedule C compensation