2023 Form 5500 filing — Refuah Health Center, Inc. 403(B) 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 20240815082919NAL0012786897001) for Refuah Health Center, Inc. 403(B) Plan, reported by Refuah Health Center, Inc. under EIN 13-3652555 and plan number 003. It reports 586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815082919NAL0012786897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Refuah Health Center, Inc.
- EIN
- 13-3652555
- Plan number
- 003
- Location
- Spring Valley, NY
- Participants
- 586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,621,343
- Net assets (EOY)
- $10,621,343
- Participant contributions
- $1,238,833
- Total income / additions
- $3,058,192
- Benefits paid
- $1,053,767
- Administrative expenses
- $48,113
- Total expenses
- $1,101,880
- Net increase / (decrease)
- $1,956,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $48,340 | not reported in the loaded dataset |
| Lpl Financial Corporation | SHAREHOLDER SERVICE PROVI | not reported in the loaded dataset | $23,105 |
| Intac Actuarial Services, Inc. | THIRD PARTY ADMINISTRATOR | $1,200 | $4,650 |
| Empower Advisory Group, LLC | THIRD PARTY ADMINISTRATOR | $338 | not reported in the loaded dataset |