2023 Form 5500 filing — Retirement Plan For Employees Of United Jewish
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 20250715164354NAL0005213634001) for Retirement Plan For Employees Of United Jewish, reported by United Jewish Appeal-Federation Of Jewish Philanthropies Of Ny under EIN 51-0172429 and plan number 333. It reports 13,860 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715164354NAL0005213634001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United Jewish Appeal-Federation Of Jewish Philanthropies Of Ny
- EIN
- 51-0172429
- Plan number
- 333
- Location
- New York, NY
- Participants
- 13,860
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $555,490,779
- Total liabilities (EOY)
- $2,812,641
- Net assets (EOY)
- $552,678,138
- Employer contributions
- $26,458,791
- Participant contributions
- $1,075,121
- Total income / additions
- $97,874,402
- Benefits paid
- $45,464,929
- Administrative expenses
- $4,668,400
- Total expenses
- $50,133,329
- Net increase / (decrease)
- $47,741,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $1,128,098 | not reported in the loaded dataset |
| Select Equity Group, L.P. | NONE | $224,402 | $0 |
| The Bank Of New York Mellon | CUSTODIAN | $218,806 | $0 |
| Shapiro Capital Management LLC | NONE | $167,570 | $0 |
| Wellington Management Company, Llp | NONE | $130,718 | $2,106 |
| Proskauer Rose Llp | NONE | $92,225 | not reported in the loaded dataset |
| Msci Inc. (Formerly The Burgiss Gro | NONE | $62,146 | not reported in the loaded dataset |
| Gardner Russo & Quinn LLC | NONE | $55,624 | not reported in the loaded dataset |
| Uja-Federation Of New York, Inc. | PLAN SPONSOR | $41,351 | not reported in the loaded dataset |
| Bloomberg Lp Dba Bloomberg Finance | NONE | $39,870 | not reported in the loaded dataset |
| Union Park Consulting LLC | NONE | $19,494 | not reported in the loaded dataset |
| Pivotalpath, Inc. | NONE | $15,000 | not reported in the loaded dataset |
| Pitchbook Data Inc. | NONE | $14,025 | not reported in the loaded dataset |
| Canoe Software, Inc. | NONE | $13,375 | not reported in the loaded dataset |
| Evestment Alliance LLC | NONE | $12,186 | not reported in the loaded dataset |
| Bipsync, Ltd. | NONE | $11,232 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $10,234 | not reported in the loaded dataset |
| Institutional Limited Partners Asso | NONE | $8,000 | not reported in the loaded dataset |
| Fortifinancial (Usa), Ltd. | NONE | $6,850 | not reported in the loaded dataset |