2023 Form 5500 filing — Kingsbrook Jewish Medical Center'S Tax Deferred Annuity Retirement 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 20250117094047NAL0013399203001) for Kingsbrook Jewish Medical Center'S Tax Deferred Annuity Retirement Plan, reported by Kingsbrook Jewish Medical Center under EIN 11-1631759 and plan number 004. It reports 2,389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$179.4MReported net assets$179,399,853
Participants2.4K2,389
Provider compensation$139.2K2 Schedule C row(s)$139,217
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250117094047NAL0013399203001
Plan sponsor
Kingsbrook Jewish Medical Center
EIN
11-1631759
Plan number
004
Location
Brooklyn, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$179.4M total assets
Net assets$179.4MLiabilities$0
Money in vs. money out
Total income / additions$28.1M
Total expenses$14.4M
Benefits paid / distributions$14.2M
Contributions
Employer$883.4K
Participant$4.1M
Full reported line items
Total assets (EOY)
$179,399,853
Total liabilities (EOY)
$0
Net assets (EOY)
$179,399,853
Employer contributions
$883,408
Participant contributions
$4,135,057
Total income / additions
$28,083,925
Benefits paid
$14,201,021
Administrative expenses
$141,018
Total expenses
$14,358,762
Net increase / (decrease)
$13,725,163

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
TiaaNONE$113,525$0
Healthcare Comm. Securities Corp.NONE$25,692not reported in the loaded dataset

Related Form 5500 pages