2023 Form 5500 filing — Jewish Home For The Elderly 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 20250715095546NAL0001492019001) for Jewish Home For The Elderly Defined Benefit Pension Plan, reported by The Jewish Home For The Elderly under EIN 06-0846991 and plan number 001. It reports 156 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)$3.5MReported net assets$3,512,352
Participants156
Provider compensation$77K2 Schedule C row(s)$77,050
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715095546NAL0001492019001
- Plan sponsor
- The Jewish Home For The Elderly
- EIN
- 06-0846991
- Plan number
- 001
- Location
- Bridgeport, CT
- 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)$3.5M total assets
Net assets$3.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,512,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,512,352
- Employer contributions
- $525,000
- Total income / additions
- $1,033,843
- Benefits paid
- $269,972
- Administrative expenses
- $72,050
- Total expenses
- $342,022
- Net increase / (decrease)
- $691,821
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,050 | $0 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset |