2023 Form 5500 filing — Parker Jewish Institute For Health Care & Rehab Defined Benefit Pension 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 20241022090307NAL0002524369001) for Parker Jewish Institute For Health Care & Rehab Defined Benefit Pension Plan, reported by Parker Jewish Institute For Health Care And Rehabilitation under EIN 13-2631069 and plan number 001. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241022090307NAL0002524369001
Filing year
2023
Form type
2
Plan sponsor
Parker Jewish Institute For Health Care And Rehabilitation
EIN
13-2631069
Plan number
001
Location
New Hyde Park, NY
Participants
451
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$27,479,829
Total liabilities (EOY)
$50,081
Net assets (EOY)
$27,429,748
Employer contributions
$1,034,000
Total income / additions
$3,484,665
Benefits paid
$2,606,033
Administrative expenses
$490,279
Total expenses
$3,096,312
Net increase / (decrease)
$388,353
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith Barney, LLCINVESTMENT$130,890not reported in the loaded dataset
Usi Consulting Group IncACTUARY$50,239not reported in the loaded dataset
First State Trust CompanyCONTRACT ADMINISTRATOR$21,343not reported in the loaded dataset
Buchbinder Tunick & Co., LlpACCOUNTANT$13,650not reported in the loaded dataset

Related Form 5500 pages