2023 Form 5500 filing — Hebrew Home For The Aged At Riverdale Retirement Income 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 20241011074720NAL0012267635001) for Hebrew Home For The Aged At Riverdale Retirement Income Plan, reported by Hebrew Home For The Aged At Riverdale under EIN 13-1739971 and plan number 001. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011074720NAL0012267635001
Filing year
2023
Form type
2
Plan sponsor
Hebrew Home For The Aged At Riverdale
EIN
13-1739971
Plan number
001
Location
Riverdale, NY
Participants
390
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,501,443
Total liabilities (EOY)
$0
Net assets (EOY)
$21,501,443
Total income / additions
$2,294,238
Benefits paid
$6,392,023
Administrative expenses
$17,684
Total expenses
$6,409,707
Net increase / (decrease)
-$4,115,469
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$17,684not reported in the loaded dataset
Prudential Retirement InsuranceCONTACT ADMINISTRATOR$0not reported in the loaded dataset
Independent Financial PartnersINVESTMENT ADVISORY$0not reported in the loaded dataset

Related Form 5500 pages