2023 Form 5500 filing — The Jewish Federation Of Omaha 403(B) 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 20251231141651NAL0020010993001) for The Jewish Federation Of Omaha 403(B) Retirement Plan, reported by The Jewish Federation Of Omaha under EIN 47-0384659 and plan number 001. It reports 798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251231141651NAL0020010993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Jewish Federation Of Omaha
- EIN
- 47-0384659
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,540,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,540,542
- Employer contributions
- $452,723
- Participant contributions
- $774,957
- Total income / additions
- $2,884,445
- Benefits paid
- $1,851,271
- Administrative expenses
- $61,186
- Total expenses
- $1,914,886
- Net increase / (decrease)
- $969,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,341 | $0 |
| Usi Advisors Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Admin Partners LLC | CONTRACT ADMIN | $1,071 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $475 | $0 |