Retirement Plan For Employees Of United Jewish — Form 5500 plan (United Jewish Appeal-Federation Of Jewish Philanthropies Of Ny)
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 For Employees Of United Jewish is a benefit plan reported by United Jewish Appeal-Federation Of Jewish Philanthropies Of Ny under EIN 51-0172429 and plan number 333. The latest loaded filing year is 2023. The filing reports 13,860 participants and $555,490,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Jewish Appeal-Federation Of Jewish Philanthropies Of Ny
- EIN
- 51-0172429
- Plan number
- 333
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 13,860
- End-of-year plan assets
- $555,490,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,860 | H, C | 20250715164354NAL0005213634001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $555,490,779
- Total liabilities (EOY)
- $2,812,641
- Net assets (EOY)
- $552,678,138
- Net assets (BOY)
- $504,937,065
Income & contributions
- Employer contributions
- $26,458,791
- Participant contributions
- $1,075,121
- Total contributions
- $27,533,912
- Total income / additions
- $97,874,402
Expenses & distributions
- Benefits paid
- $45,464,929
- Administrative expenses
- $4,668,400
- Total expenses
- $50,133,329
- Net increase / (decrease)
- $47,741,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $1,128,098 | not reported in the loaded dataset | 2023 |
| Select Equity Group, L.P. | NONE | $224,402 | $0 | 2023 |
| The Bank Of New York Mellon | CUSTODIAN | $218,806 | $0 | 2023 |
| Shapiro Capital Management LLC | NONE | $167,570 | $0 | 2023 |
| Wellington Management Company, Llp | NONE | $130,718 | $2,106 | 2023 |
| Proskauer Rose Llp | NONE | $92,225 | not reported in the loaded dataset | 2023 |
| Msci Inc. (Formerly The Burgiss Gro | NONE | $62,146 | not reported in the loaded dataset | 2023 |
| Gardner Russo & Quinn LLC | NONE | $55,624 | not reported in the loaded dataset | 2023 |
| Uja-Federation Of New York, Inc. | PLAN SPONSOR | $41,351 | not reported in the loaded dataset | 2023 |
| Bloomberg Lp Dba Bloomberg Finance | NONE | $39,870 | not reported in the loaded dataset | 2023 |
| Union Park Consulting LLC | NONE | $19,494 | not reported in the loaded dataset | 2023 |
| Pivotalpath, Inc. | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Pitchbook Data Inc. | NONE | $14,025 | not reported in the loaded dataset | 2023 |
| Canoe Software, Inc. | NONE | $13,375 | not reported in the loaded dataset | 2023 |
| Evestment Alliance LLC | NONE | $12,186 | not reported in the loaded dataset | 2023 |
| Bipsync, Ltd. | NONE | $11,232 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $10,234 | not reported in the loaded dataset | 2023 |
| Institutional Limited Partners Asso | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Fortifinancial (Usa), Ltd. | NONE | $6,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Jewish Appeal-Federation Of Jewish Philanthropies Of Ny
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Milliman, Inc. — Schedule C compensation
- Select Equity Group, L.P. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Shapiro Capital Management LLC — Schedule C compensation
- Wellington Management Company, Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Msci Inc. (Formerly The Burgiss Gro — Schedule C compensation
- Gardner Russo & Quinn LLC — Schedule C compensation
- Uja-Federation Of New York, Inc. — Schedule C compensation
- Bloomberg Lp Dba Bloomberg Finance — Schedule C compensation
- Union Park Consulting LLC — Schedule C compensation
- Pivotalpath, Inc. — Schedule C compensation
- Pitchbook Data Inc. — Schedule C compensation
- Canoe Software, Inc. — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- Bipsync, Ltd. — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Institutional Limited Partners Asso — Schedule C compensation
- Fortifinancial (Usa), Ltd. — Schedule C compensation