2023 Form 5500 filing — Ywca Retirement Fund, Inc.
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 20240926095517NAL0000499505001) for Ywca Retirement Fund, Inc., reported by Ywca Retirement Fund, Inc. under EIN 13-1624231 and plan number 001. It reports 11,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926095517NAL0000499505001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ywca Retirement Fund, Inc.
- EIN
- 13-1624231
- Plan number
- 001
- Location
- New York, NY
- Participants
- 11,153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $386,659,522
- Total liabilities (EOY)
- $7,493,411
- Net assets (EOY)
- $379,166,111
- Employer contributions
- $13,250,573
- Participant contributions
- $2,229,618
- Total income / additions
- $55,115,333
- Benefits paid
- $29,810,436
- Administrative expenses
- $8,307,050
- Total expenses
- $38,117,486
- Net increase / (decrease)
- $16,997,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ywca Retirement Fund Staff | EMPLOYEES | $2,551,699 | not reported in the loaded dataset |
| Procentia | SYSTEM MAINTENANCE | $1,136,989 | not reported in the loaded dataset |
| Strategic Investment Management | OCIO | $978,759 | not reported in the loaded dataset |
| Angelo, Gordon & Co. | INVESTMENT MANAGER | $676,234 | not reported in the loaded dataset |
| 55 Broadway Associates, LLC | LANDLORD | $567,391 | not reported in the loaded dataset |
| Computer Design & Integration LLC | VIRTUAL DESKTOP VENDOR | $346,295 | not reported in the loaded dataset |
| Oxford | HEALTH INSURANCE | $337,165 | not reported in the loaded dataset |
| Mercer | ACTUARY | $251,500 | not reported in the loaded dataset |
| Willis Of Ny | INSURANCE | $216,151 | not reported in the loaded dataset |
| Jpmorgan Chase Bank | CUSTODIAN/BANK | $175,040 | $0 |
| Mcdermott, Will & Emery Llp | ATTORNEY | $150,275 | not reported in the loaded dataset |
| Withum Smith Brown, Pc | TAX CONSULTANT | $110,032 | not reported in the loaded dataset |
| Manhattan Digital Direct Marketing, | PRINTER | $65,778 | not reported in the loaded dataset |
| Greycastle Security, Inc. | CYBERSECURITY | $63,076 | not reported in the loaded dataset |
| Brainzhive Infotech Solutions Llp | SOFTWARE PROVIDER | $60,480 | not reported in the loaded dataset |
| Unum | INSURANCE | $55,680 | not reported in the loaded dataset |
| Hexagon Global It Services Private | SOFTWARE PROVIDER | $36,300 | not reported in the loaded dataset |
| Dell Marketing L.P. | HARDWARE VENDOR | $36,013 | not reported in the loaded dataset |
| Guardian | INSURANCE | $30,822 | not reported in the loaded dataset |
| Conrad New York Downtown | HOTEL | $27,125 | not reported in the loaded dataset |
| Trust Company Of The West | INVESTMENT MANAGER | $26,039 | not reported in the loaded dataset |
| Duane Morris | LEGAL COUNSEL | $25,549 | not reported in the loaded dataset |
| Globalscape | SOFTWARE PROVIDER | $24,021 | not reported in the loaded dataset |
| Paychex Of New York LLC | PAYROLL PROCESSING | $23,461 | not reported in the loaded dataset |
| Ellington Management Group, LLC | INVESTMENT MANAGER | $20,730 | $0 |
| Ringcentral Inc. | PHONE SERVICE PROVIDER | $19,353 | not reported in the loaded dataset |
| Wellington Management Company | INVESTMENT MANAGER | $18,234 | $0 |
| Wells Fargo Bank | BANK/INV MGR/EQUIP LEASE | $17,619 | not reported in the loaded dataset |
| Salesforce | CLIENT SRVC APP VENDOR | $15,367 | not reported in the loaded dataset |
| Nugent Alison | PRINTER | $15,357 | not reported in the loaded dataset |
| Nys Department Of Labor Unemploymen | UNEMPLOYMENT PAY | $13,394 | not reported in the loaded dataset |
| Metasource, LLC | MAIL SCANNING | $13,388 | not reported in the loaded dataset |
| Thomson Legal & Reg | PARTICIPANT LOCATION SER | $12,913 | not reported in the loaded dataset |
| Raygun | WEBSITE DESIGN | $12,910 | not reported in the loaded dataset |
| Crown Castle Fiber LLC | INTERNET PROVIDER | $11,147 | not reported in the loaded dataset |
| Docusign | ESIGNATURES | $8,113 | not reported in the loaded dataset |
| Emazzanti Technologies | SOFTWARE PROVIDER | $8,016 | not reported in the loaded dataset |
| American Airlines Group Inc. | AIR TRAVEL | $6,386 | not reported in the loaded dataset |
| State Street Global Advisors Trust | INVESTMENT MANAGER | $5,788 | $417 |
| Arkus, Inc. | SOFTWARE PROVIDER | $5,950 | not reported in the loaded dataset |
| Aicpa | PROFESSIONAL TRAINING | $5,202 | not reported in the loaded dataset |
| Adobe | SOFTWARE PROVIDER | $5,072 | not reported in the loaded dataset |