Hebrew Seniorlife 401(K) Retirement Savings Plan — Form 5500 plan (Hebrew Seniorlife, Inc.)

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, Hebrew Seniorlife 401(K) Retirement Savings Plan is a benefit plan reported by Hebrew Seniorlife, Inc. under EIN 90-0183119 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,625 participants and $29,449,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hebrew Seniorlife, Inc.
EIN
90-0183119
Plan number
003
Plan type
2
Location
Roslindale, MA
Latest filing year
2023
Participants
2,625
End-of-year plan assets
$29,449,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,625H, C20241014161005NAL0026675089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,449,070
Total liabilities (EOY)
$0
Net assets (EOY)
$29,449,070
Net assets (BOY)
$25,485,347

Income & contributions

Employer contributions
$1,912,784
Total contributions
$1,950,155
Total income / additions
$5,992,888

Expenses & distributions

Benefits paid
$1,926,240
Administrative expenses
$63,722
Total expenses
$2,029,165
Net increase / (decrease)
$3,963,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$56,231$02023
Caron & Bletzer, PllcAUDITOR$7,378not reported in the loaded dataset2023

Related Form 5500 pages