2023 Form 5500 filing — Safehold Savings And Retirement Plan Trust

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 20240923144154NAL0006703075001) for Safehold Savings And Retirement Plan Trust, reported by Safehold Inc. under EIN 95-6881527 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$56.4MReported net assets$56,444,368

Participants269

Provider compensation$34.7K3 Schedule C row(s)$34,727

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240923144154NAL0006703075001
Plan sponsor: Safehold Inc.
EIN: 95-6881527
Plan number: 001
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$56.4M total assets

Net assets$56.4MLiabilities—

Money in vs. money out

Total income / additions$12.3M

Total expenses$10.9M

Benefits paid / distributions$10.8M

Contributions

Employer$815.6K

Participant$1.8M

Full reported line items

Total assets (EOY): $56,444,368
Net assets (EOY): $56,444,368
Employer contributions: $815,591
Participant contributions: $1,750,491
Total income / additions: $12,288,316
Benefits paid: $10,839,694
Administrative expenses: $34,727
Total expenses: $10,875,260
Net increase / (decrease): $1,413,056

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Gallagher Benefit Services, Inc$32.5K
CONSULTANT · Direct $32.5K
2
Transamerica Retirement Solutions$2.2K
RECORDKEEPER · Direct $2.2K · Indirect $0
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923144154NAL0006703075001 cover?: It is the 2023 Form 5500 filing for Safehold Savings And Retirement Plan Trust, reported by Safehold Inc. (EIN 95-6881527).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).