2023 Form 5500 filing — Albert Einstein College Of Medicine 403(B) Retirement Income Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730104451NAL0020564545001) for Albert Einstein College Of Medicine 403(B) Retirement Income Plan, reported by Albert Einstein College Of Medicine under EIN 83-0621846 and plan number 001. It reports 2,675 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730104451NAL0020564545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Albert Einstein College Of Medicine
- EIN
- 83-0621846
- Plan number
- 001
- Location
- Bronx, NY
- Participants
- 2,675
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $544,751,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $544,751,369
- Employer contributions
- $9,489,297
- Participant contributions
- $14,987,655
- Total income / additions
- $101,081,934
- Benefits paid
- $40,593,871
- Administrative expenses
- $263,512
- Total expenses
- $40,864,180
- Net increase / (decrease)
- $60,217,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $240,178 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Pkf O'Connor Davies Llp | ACCOUNTANT/AUDITOR | $17,750 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$47,852 | $0 |