2023 Form 5500 filing — The Wilf Campus For Senior Living Retirement 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 20240923111250NAL0020280416001) for The Wilf Campus For Senior Living Retirement Plan, reported by The Oscar And Ella Wilf Campus For Senior Living under EIN 52-1624834 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923111250NAL0020280416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Oscar And Ella Wilf Campus For Senior Living
- EIN
- 52-1624834
- Plan number
- 001
- Location
- Somerset, NJ
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,262,048
- Net assets (EOY)
- $3,262,048
- Employer contributions
- $0
- Participant contributions
- $291,059
- Total income / additions
- $772,314
- Benefits paid
- $869,911
- Administrative expenses
- $20,402
- Total expenses
- $890,313
- Net increase / (decrease)
- -$117,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Insurance Services | CONTRACT ADMIN | $10,658 | $3,443 |
| Empower Annuity Insurance Co | RECORDKEEPER | $10,932 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,206 | $0 |