The Jewish Federations Of North America 403(B) Dc Plan — 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, The Jewish Federations Of North America 403(B) Dc Plan is a benefit plan reported by The Jewish Federations Of North America under EIN 13-1624240 and plan number 002. The latest loaded filing year is 2023. The filing reports 243 participants and $22,763,539 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$22.8MPlan net assets, end of year$22,763,539
Participants243Covered participants reported
Assets / participant$93.7KComputed: assets ÷ participants$93,677 (computed)
Provider compensation$6.2K1 Schedule C provider row(s)$6,187
- Plan sponsor
- The Jewish Federations Of North America
- EIN
- 13-1624240
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241016080855NAL0017621363001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$22.8M total assets
Net assets$22.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $22,763,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,763,539
- Net assets (BOY)
- $19,172,163
Income & contributions
- Employer contributions
- $632,770
- Participant contributions
- $1,364,408
- Total contributions
- $2,076,439
- Total income / additions
- $5,224,460
Expenses & distributions
- Benefits paid
- $1,627,097
- Administrative expenses
- $5,987
- Total expenses
- $1,633,084
- Net increase / (decrease)
- $3,591,376
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | INSURANCE SERVICES | $6,187 | $0 | 2023 |