Basic Pension Plan For Employees Of Jewish Federation Council Of Greater Los Angeles — Form 5500 plan (Jewish Federation Council Of Greater Los Angeles)
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, Basic Pension Plan For Employees Of Jewish Federation Council Of Greater Los Angeles is a benefit plan reported by Jewish Federation Council Of Greater Los Angeles under EIN 95-1643388 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,894 participants and $129,636,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish Federation Council Of Greater Los Angeles
- EIN
- 95-1643388
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 1,894
- End-of-year plan assets
- $129,636,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,894 | H, C | 20241015182504NAL0050881040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,636,741
- Total liabilities (EOY)
- $12,599
- Net assets (EOY)
- $129,624,142
- Net assets (BOY)
- $121,952,990
Income & contributions
- Employer contributions
- $5,000,000
- Participant contributions
- $23,270
- Total contributions
- $5,023,270
- Total income / additions
- $20,625,226
Expenses & distributions
- Benefits paid
- $12,170,080
- Administrative expenses
- $783,994
- Total expenses
- $12,954,074
- Net increase / (decrease)
- $7,671,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Evoke Advisors | NONE | $214,144 | $0 | 2023 |
| Empower Annuity Ins. Co. Of America | NONE | $175,000 | $0 | 2023 |
| U.S. Bank Na | NONE | $92,954 | $0 | 2023 |
| Horizon Actuarial Services, LLC | NONE | $71,952 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $26,900 | not reported in the loaded dataset | 2023 |
| Arthur J Gallagher Ins. Brokers | NONE | $18,939 | not reported in the loaded dataset | 2023 |
| Mitchell Silberberg & Knupp Llp | NONE | $10,580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jewish Federation Council Of Greater Los Angeles
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Evoke Advisors — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- U.S. Bank Na — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Arthur J Gallagher Ins. Brokers — Schedule C compensation
- Mitchell Silberberg & Knupp Llp — Schedule C compensation