Plan5500

Bank Hapoalim B.M. Pension Plan — Form 5500 plan (Bank Hapoalim B.M.)

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, Bank Hapoalim B.M. Pension Plan is a benefit plan reported by Bank Hapoalim B.M. under EIN 13-2775750 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $66,409,383 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bank Hapoalim B.M.
EIN
13-2775750
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
456
End-of-year plan assets
$66,409,383

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023456H, C20241009110708NAL0036808450001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,409,383
Total liabilities (EOY)
$0
Net assets (EOY)
$66,409,383
Net assets (BOY)
$62,995,954

Income & contributions

Total contributions
$0
Total income / additions
$6,676,860

Expenses & distributions

Benefits paid
$3,065,538
Administrative expenses
$197,893
Total expenses
$3,263,431
Net increase / (decrease)
$3,413,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$137,392$02023
Newport Group ConsultingINVESTMENT ADVISORY$60,501not reported in the loaded dataset2023

Related Form 5500 pages