2023 Form 5500 filing — Retirement And Savings 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 20241014122531NAL0026138993001) for Retirement And Savings Plan, reported by Hebrew Home At Riverdale under EIN 13-1739971 and plan number 002. It reports 2,221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122531NAL0026138993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hebrew Home At Riverdale
- EIN
- 13-1739971
- Plan number
- 002
- Location
- Riverdale, NY
- Participants
- 2,221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,323,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,323,705
- Employer contributions
- $3,392,794
- Participant contributions
- $6,061,044
- Total income / additions
- $22,173,838
- Benefits paid
- $6,390,713
- Administrative expenses
- $228,708
- Total expenses
- $6,626,424
- Net increase / (decrease)
- $15,547,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $227,899 | $0 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $116,294 |