2023 Form 5500 filing — Jefferson Health New Jersey 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 20241015205513NAL0017211427001) for Jefferson Health New Jersey 403(B) Plan, reported by Kennedy Health System under EIN 22-1773439 and plan number 004. It reports 7,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015205513NAL0017211427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kennedy Health System
- EIN
- 22-1773439
- Plan number
- 004
- Location
- Philadelphia, PA
- Participants
- 7,083
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $350,677,098
- Net assets (EOY)
- $350,677,098
- Employer contributions
- $9,233,711
- Participant contributions
- $19,331,946
- Total income / additions
- $81,585,464
- Benefits paid
- $27,709,413
- Administrative expenses
- $152,042
- Total expenses
- $27,861,455
- Net increase / (decrease)
- $53,724,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance & Annuity | NONE | $229,746 | $0 |