Ywca Retirement Fund, Inc. — Form 5500 plan (Ywca Retirement Fund, 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, Ywca Retirement Fund, Inc. is a benefit plan reported by Ywca Retirement Fund, Inc. under EIN 13-1624231 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,153 participants and $386,659,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ywca Retirement Fund, Inc.
- EIN
- 13-1624231
- Plan number
- 001
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 11,153
- End-of-year plan assets
- $386,659,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,153 | H, C | 20240926095517NAL0000499505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $386,659,522
- Total liabilities (EOY)
- $7,493,411
- Net assets (EOY)
- $379,166,111
- Net assets (BOY)
- $362,168,264
Income & contributions
- Employer contributions
- $13,250,573
- Participant contributions
- $2,229,618
- Total contributions
- $15,480,191
- Total income / additions
- $55,115,333
Expenses & distributions
- Benefits paid
- $29,810,436
- Administrative expenses
- $8,307,050
- Total expenses
- $38,117,486
- Net increase / (decrease)
- $16,997,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ywca Retirement Fund Staff | EMPLOYEES | $2,551,699 | not reported in the loaded dataset | 2023 |
| Procentia | SYSTEM MAINTENANCE | $1,136,989 | not reported in the loaded dataset | 2023 |
| Strategic Investment Management | OCIO | $978,759 | not reported in the loaded dataset | 2023 |
| Angelo, Gordon & Co. | INVESTMENT MANAGER | $676,234 | not reported in the loaded dataset | 2023 |
| 55 Broadway Associates, LLC | LANDLORD | $567,391 | not reported in the loaded dataset | 2023 |
| Computer Design & Integration LLC | VIRTUAL DESKTOP VENDOR | $346,295 | not reported in the loaded dataset | 2023 |
| Oxford | HEALTH INSURANCE | $337,165 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY | $251,500 | not reported in the loaded dataset | 2023 |
| Willis Of Ny | INSURANCE | $216,151 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank | CUSTODIAN/BANK | $175,040 | $0 | 2023 |
| Mcdermott, Will & Emery Llp | ATTORNEY | $150,275 | not reported in the loaded dataset | 2023 |
| Withum Smith Brown, Pc | TAX CONSULTANT | $110,032 | not reported in the loaded dataset | 2023 |
| Manhattan Digital Direct Marketing, | PRINTER | $65,778 | not reported in the loaded dataset | 2023 |
| Greycastle Security, Inc. | CYBERSECURITY | $63,076 | not reported in the loaded dataset | 2023 |
| Brainzhive Infotech Solutions Llp | SOFTWARE PROVIDER | $60,480 | not reported in the loaded dataset | 2023 |
| Unum | INSURANCE | $55,680 | not reported in the loaded dataset | 2023 |
| Hexagon Global It Services Private | SOFTWARE PROVIDER | $36,300 | not reported in the loaded dataset | 2023 |
| Dell Marketing L.P. | HARDWARE VENDOR | $36,013 | not reported in the loaded dataset | 2023 |
| Guardian | INSURANCE | $30,822 | not reported in the loaded dataset | 2023 |
| Conrad New York Downtown | HOTEL | $27,125 | not reported in the loaded dataset | 2023 |
| Trust Company Of The West | INVESTMENT MANAGER | $26,039 | not reported in the loaded dataset | 2023 |
| Duane Morris | LEGAL COUNSEL | $25,549 | not reported in the loaded dataset | 2023 |
| Globalscape | SOFTWARE PROVIDER | $24,021 | not reported in the loaded dataset | 2023 |
| Paychex Of New York LLC | PAYROLL PROCESSING | $23,461 | not reported in the loaded dataset | 2023 |
| Ellington Management Group, LLC | INVESTMENT MANAGER | $20,730 | $0 | 2023 |
| Ringcentral Inc. | PHONE SERVICE PROVIDER | $19,353 | not reported in the loaded dataset | 2023 |
| Wellington Management Company | INVESTMENT MANAGER | $18,234 | $0 | 2023 |
| Wells Fargo Bank | BANK/INV MGR/EQUIP LEASE | $17,619 | not reported in the loaded dataset | 2023 |
| Salesforce | CLIENT SRVC APP VENDOR | $15,367 | not reported in the loaded dataset | 2023 |
| Nugent Alison | PRINTER | $15,357 | not reported in the loaded dataset | 2023 |
| Nys Department Of Labor Unemploymen | UNEMPLOYMENT PAY | $13,394 | not reported in the loaded dataset | 2023 |
| Metasource, LLC | MAIL SCANNING | $13,388 | not reported in the loaded dataset | 2023 |
| Thomson Legal & Reg | PARTICIPANT LOCATION SER | $12,913 | not reported in the loaded dataset | 2023 |
| Raygun | WEBSITE DESIGN | $12,910 | not reported in the loaded dataset | 2023 |
| Crown Castle Fiber LLC | INTERNET PROVIDER | $11,147 | not reported in the loaded dataset | 2023 |
| Docusign | ESIGNATURES | $8,113 | not reported in the loaded dataset | 2023 |
| Emazzanti Technologies | SOFTWARE PROVIDER | $8,016 | not reported in the loaded dataset | 2023 |
| American Airlines Group Inc. | AIR TRAVEL | $6,386 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | INVESTMENT MANAGER | $5,788 | $417 | 2023 |
| Arkus, Inc. | SOFTWARE PROVIDER | $5,950 | not reported in the loaded dataset | 2023 |
| Aicpa | PROFESSIONAL TRAINING | $5,202 | not reported in the loaded dataset | 2023 |
| Adobe | SOFTWARE PROVIDER | $5,072 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ywca Retirement Fund, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ywca Retirement Fund Staff — Schedule C compensation
- Procentia — Schedule C compensation
- Strategic Investment Management — Schedule C compensation
- Angelo, Gordon & Co. — Schedule C compensation
- 55 Broadway Associates, LLC — Schedule C compensation
- Computer Design & Integration LLC — Schedule C compensation
- Oxford — Schedule C compensation
- Mercer — Schedule C compensation
- Willis Of Ny — Schedule C compensation
- Jpmorgan Chase Bank — Schedule C compensation
- Mcdermott, Will & Emery Llp — Schedule C compensation
- Withum Smith Brown, Pc — Schedule C compensation
- Manhattan Digital Direct Marketing, — Schedule C compensation
- Greycastle Security, Inc. — Schedule C compensation
- Brainzhive Infotech Solutions Llp — Schedule C compensation
- Unum — Schedule C compensation
- Hexagon Global It Services Private — Schedule C compensation
- Dell Marketing L.P. — Schedule C compensation
- Guardian — Schedule C compensation
- Conrad New York Downtown — Schedule C compensation
- Trust Company Of The West — Schedule C compensation
- Duane Morris — Schedule C compensation
- Globalscape — Schedule C compensation
- Paychex Of New York LLC — Schedule C compensation
- Ellington Management Group, LLC — Schedule C compensation
- Ringcentral Inc. — Schedule C compensation
- Wellington Management Company — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Salesforce — Schedule C compensation
- Nugent Alison — Schedule C compensation
- Nys Department Of Labor Unemploymen — Schedule C compensation
- Metasource, LLC — Schedule C compensation
- Thomson Legal & Reg — Schedule C compensation
- Raygun — Schedule C compensation
- Crown Castle Fiber LLC — Schedule C compensation
- Docusign — Schedule C compensation
- Emazzanti Technologies — Schedule C compensation
- American Airlines Group Inc. — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Arkus, Inc. — Schedule C compensation
- Aicpa — Schedule C compensation
- Adobe — Schedule C compensation