2023 Form 5500 filing — Hebrew Seniorlife 401(K) 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 20241014161005NAL0026675089001) for Hebrew Seniorlife 401(K) Retirement Savings Plan, reported by Hebrew Seniorlife, Inc. under EIN 90-0183119 and plan number 003. It reports 2,625 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161005NAL0026675089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hebrew Seniorlife, Inc.
- EIN
- 90-0183119
- Plan number
- 003
- Location
- Roslindale, MA
- Participants
- 2,625
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,449,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,449,070
- Employer contributions
- $1,912,784
- Total income / additions
- $5,992,888
- Benefits paid
- $1,926,240
- Administrative expenses
- $63,722
- Total expenses
- $2,029,165
- Net increase / (decrease)
- $3,963,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $56,231 | $0 |
| Caron & Bletzer, Pllc | AUDITOR | $7,378 | not reported in the loaded dataset |