The Wilf Campus For Senior Living Retirement Plan — Form 5500 plan (The Oscar And Ella Wilf Campus For Senior Living)
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 Wilf Campus For Senior Living Retirement Plan is a benefit plan reported by The Oscar And Ella Wilf Campus For Senior Living under EIN 52-1624834 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $3,262,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Oscar And Ella Wilf Campus For Senior Living
- EIN
- 52-1624834
- Plan number
- 001
- Plan type
- 2
- Location
- Somerset, NJ
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $3,262,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20240923111250NAL0020280416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,262,048
- Net assets (EOY)
- $3,262,048
- Net assets (BOY)
- $3,380,047
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $291,059
- Total contributions
- $298,472
- Total income / additions
- $772,314
Expenses & distributions
- Benefits paid
- $869,911
- Administrative expenses
- $20,402
- Total expenses
- $890,313
- Net increase / (decrease)
- -$117,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Insurance Services | CONTRACT ADMIN | $10,658 | $3,443 | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $10,932 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,206 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Oscar And Ella Wilf Campus For Senior Living
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Somerset, NJ
- Alliant Insurance Services — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation