The United Methodist Homes Of New Jersey 403(B) Savings And Retirement — Form 5500 plan (United Methodist Homes Of New Jersey)
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 United Methodist Homes Of New Jersey 403(B) Savings And Retirement is a benefit plan reported by United Methodist Homes Of New Jersey under EIN 21-0634464 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,150 participants and $21,282,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Methodist Homes Of New Jersey
- EIN
- 21-0634464
- Plan number
- 002
- Plan type
- 2
- Location
- Neptune, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,150 | H, C | 20240917073130NAL0003599984001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $21,282,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,282,483
- Net assets (BOY)
- $18,996,586
Income & contributions
- Employer contributions
- $729,374
- Participant contributions
- $1,872,734
- Total contributions
- $2,709,778
- Total income / additions
- $5,518,975
Expenses & distributions
- Benefits paid
- $3,097,523
- Administrative expenses
- $122,457
- Total expenses
- $3,233,078
- Net increase / (decrease)
- $2,285,897
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $122,457 | $0 | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $38,292 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Methodist Homes Of New Jersey
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Neptune, NJ
- Principal Life Insurance Company — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation