2023 Form 5500 filing — Employees' Incentive Savings Plan Of Emigrant Bank
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 20241015113145NAL0049039712001) for Employees' Incentive Savings Plan Of Emigrant Bank, reported by Emigrant Bank under EIN 65-1128000 and plan number 002. It reports 700 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113145NAL0049039712001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Emigrant Bank
- EIN
- 65-1128000
- Plan number
- 002
- Location
- Miami, FL
- Participants
- 700
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,773,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,773,452
- Employer contributions
- $2,365,241
- Participant contributions
- $5,386,592
- Total income / additions
- $28,658,234
- Benefits paid
- $10,071,025
- Administrative expenses
- $187,100
- Total expenses
- $10,258,125
- Net increase / (decrease)
- $18,400,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners Retirement Services | ADVISOR | $172,290 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $14,810 | $0 |