2023 Form 5500 filing — Associated Employers For The Help Of The Developmentally Disabled 403(B) 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 20241015161814NAL0058676162001) for Associated Employers For The Help Of The Developmentally Disabled 403(B) Plan, reported by Nassau County Ahrc Foundation, Inc. under EIN 11-1720254 and plan number 002. It reports 2,589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161814NAL0058676162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nassau County Ahrc Foundation, Inc.
- EIN
- 11-1720254
- Plan number
- 002
- Location
- Brookville, NY
- Participants
- 2,589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,970,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,970,634
- Employer contributions
- $2,915,479
- Participant contributions
- $2,490,661
- Total income / additions
- $15,651,943
- Benefits paid
- $2,857,004
- Administrative expenses
- $239,499
- Total expenses
- $3,096,503
- Net increase / (decrease)
- $12,555,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $193,047 | $0 |
| Global Retirement Partners LLC | NONE | $36,312 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $10,140 | not reported in the loaded dataset |