2023 Form 5500 filing — United Hebrew Geriatric Center Employees 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 20241001095021NAL0003170083001) for United Hebrew Geriatric Center Employees Retirement Plan, reported by United Hebrew Geriatric Center under EIN 13-1663975 and plan number 002. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001095021NAL0003170083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Hebrew Geriatric Center
- EIN
- 13-1663975
- Plan number
- 002
- Location
- New Rochelle, NY
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,373,998
- Net assets (EOY)
- $3,373,998
- Employer contributions
- $199,037
- Participant contributions
- $0
- Total income / additions
- $668,939
- Benefits paid
- $553,084
- Administrative expenses
- $40,580
- Total expenses
- $593,664
- Net increase / (decrease)
- $75,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,364 | $0 |
| Concierge Retirement Services | CONTRACT ADMINISTRATOR | $19,216 | $1,460 |
| Cetera Advisor Networks LLC | OTHER SERVICES | $0 | $11,918 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |