United Hebrew Geriatric Center Employees Retirement Plan — Form 5500 plan (United Hebrew Geriatric Center)
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, United Hebrew Geriatric Center Employees Retirement Plan is a benefit plan reported by United Hebrew Geriatric Center under EIN 13-1663975 and plan number 002. The latest loaded filing year is 2023. The filing reports 192 participants and $3,373,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Hebrew Geriatric Center
- EIN
- 13-1663975
- Plan number
- 002
- Plan type
- 2
- Location
- New Rochelle, NY
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $3,373,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241001095021NAL0003170083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,373,998
- Net assets (EOY)
- $3,373,998
- Net assets (BOY)
- $3,298,723
Income & contributions
- Employer contributions
- $199,037
- Participant contributions
- $0
- Total contributions
- $199,037
- Total income / additions
- $668,939
Expenses & distributions
- Benefits paid
- $553,084
- Administrative expenses
- $40,580
- Total expenses
- $593,664
- Net increase / (decrease)
- $75,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,364 | $0 | 2023 |
| Concierge Retirement Services | CONTRACT ADMINISTRATOR | $19,216 | $1,460 | 2023 |
| Cetera Advisor Networks LLC | OTHER SERVICES | $0 | $11,918 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Hebrew Geriatric Center
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New Rochelle, NY
- Principal Life Insurance Company — Schedule C compensation
- Concierge Retirement Services — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation