Retirement Plan Of The Jewish Federations Of North America — Form 5500 plan (The Jewish Federations Of North America)
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, Retirement Plan Of The Jewish Federations Of North America is a benefit plan reported by The Jewish Federations Of North America under EIN 13-1624240 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $19,481,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Jewish Federations Of North America
- EIN
- 13-1624240
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $19,481,203
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20250415140737NAL0001461203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,481,203
- Total liabilities (EOY)
- $60,850
- Net assets (EOY)
- $19,420,353
- Net assets (BOY)
- $18,834,029
Income & contributions
- Employer contributions
- $1,492,885
- Total contributions
- $1,492,885
- Total income / additions
- $3,369,289
Expenses & distributions
- Benefits paid
- $2,466,152
- Administrative expenses
- $316,813
- Total expenses
- $2,782,965
- Net increase / (decrease)
- $586,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| October Three | NONE | $38,900 | not reported in the loaded dataset | 2023 |
| Bdo Usa | NONE | $29,050 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | NONE | $26,266 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $10,295 | $0 | 2023 |
| Philadelphia Insurance Co | NONE | $9,141 | not reported in the loaded dataset | 2023 |
| Wellington | NONE | $6,629 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Jewish Federations Of North America
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- October Three — Schedule C compensation
- Bdo Usa — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Philadelphia Insurance Co — Schedule C compensation
- Wellington — Schedule C compensation