2023 Form 5500 filing — Parker Jewish Institute Retirement 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 20241014130658NAL0052360978001) for Parker Jewish Institute Retirement Savings Plan, reported by Parker Jewish Institute For Health Care And Rehabilitation under EIN 13-2631069 and plan number 002. It reports 1,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130658NAL0052360978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Parker Jewish Institute For Health Care And Rehabilitation
- EIN
- 13-2631069
- Plan number
- 002
- Location
- New Hyde Park, NY
- Participants
- 1,153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,005,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,005,268
- Employer contributions
- $301,303
- Participant contributions
- $1,746,157
- Total income / additions
- $6,882,553
- Benefits paid
- $4,132,522
- Administrative expenses
- $176,726
- Total expenses
- $4,357,238
- Net increase / (decrease)
- $2,525,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $173,511 | $0 |
| Wells Fargo Advisors Ins Agency Inc | BROKER/ADVISER | $0 | $91,932 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,916 | not reported in the loaded dataset |