Jewish National Fund — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Jewish National Fund (EIN 13-1659627) is a plan sponsor located in New York, NY with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-1659627
- Location
- New York, NY
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $38,737,815
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $38,737,815
Contributions & income
- Employer contributions
- $1,974,823
- Participant contributions
- $1,664,311
- Total income / additions
- $8,766,011
Expenses & distributions
- Benefits paid / distributions
- $1,366,626
- Total expenses
- $1,494,525
- Net increase / (decrease)
- $7,271,486
Coverage
- Total reported participants
- 1,402
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Jewish National Fund 403(B) Erisa Tax Sheltered Annuity Plan | 002 | 295 | $38,737,815 | 2023 |
| Jewish National Fund Group Life Plan | 502 | 196 | not reported in the loaded dataset | 2023 |
| Jewish National Fund Group Ad&D Plan | 505 | 196 | not reported in the loaded dataset | 2023 |
| Jewish National Fund Group Vision Plan | 506 | 195 | not reported in the loaded dataset | 2023 |
| Jewish National Fund Group Dental Plan | 504 | 182 | not reported in the loaded dataset | 2023 |
| Jewish National Fund Group Health Plan | 501 | 176 | not reported in the loaded dataset | 2023 |
| Jewish National Fund Group Long Term Disability Plan | 503 | 162 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Jewish National Fund Group Health Plan | 176 | — | 20240715143327NAL0002908674001 |
| 2023 | Jewish National Fund Group Life Plan | 196 | — | 20240715143436NAL0003726738001 |
| 2023 | Jewish National Fund Group Long Term Disability Plan | 162 | — | 20240715143641NAL0001435457001 |
| 2023 | Jewish National Fund Group Ad&D Plan | 196 | — | 20240715143753NAL0003193552001 |
| 2023 | Jewish National Fund Group Vision Plan | 195 | — | 20240715143858NAL0002677936001 |
| 2023 | Jewish National Fund Group Dental Plan | 182 | — | 20240715143959NAL0000944323001 |
| 2023 | Jewish National Fund 403(B) Erisa Tax Sheltered Annuity Plan | 295 | H, C | 20241014113627NAL0014852419001 |