Albert Einstein College Of Medicine 403(B) Retirement Income Plan — Form 5500 plan (Albert Einstein College Of Medicine)
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, Albert Einstein College Of Medicine 403(B) Retirement Income Plan is a benefit plan reported by Albert Einstein College Of Medicine under EIN 83-0621846 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,675 participants and $544,751,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Albert Einstein College Of Medicine
- EIN
- 83-0621846
- Plan number
- 001
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 2,675
- End-of-year plan assets
- $544,751,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,675 | H, C | 20240730104451NAL0020564545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $544,751,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $544,751,369
- Net assets (BOY)
- $484,533,615
Income & contributions
- Employer contributions
- $9,489,297
- Participant contributions
- $14,987,655
- Total contributions
- $25,828,344
- Total income / additions
- $101,081,934
Expenses & distributions
- Benefits paid
- $40,593,871
- Administrative expenses
- $263,512
- Total expenses
- $40,864,180
- Net increase / (decrease)
- $60,217,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $240,178 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies Llp | ACCOUNTANT/AUDITOR | $17,750 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$47,852 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Albert Einstein College Of Medicine
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Pkf O'Connor Davies Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation