Jewish Home For The Elderly Defined Benefit Pension Plan — Form 5500 plan (The Jewish Home For The Elderly)
Plain-English plan 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, Jewish Home For The Elderly Defined Benefit Pension Plan is a benefit plan reported by The Jewish Home For The Elderly under EIN 06-0846991 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $3,512,352 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.5MPlan net assets, end of year$3,512,352
Participants156Covered participants reported
Assets / participant$22.5KComputed: assets ÷ participants$22,515 (computed)
Provider compensation$77K2 Schedule C provider row(s)$77,050
- Plan sponsor
- The Jewish Home For The Elderly
- EIN
- 06-0846991
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgeport, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20250715095546NAL0001492019001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,512,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,512,352
- Net assets (BOY)
- $2,820,531
Income & contributions
- Employer contributions
- $525,000
- Total contributions
- $525,000
- Total income / additions
- $1,033,843
Expenses & distributions
- Benefits paid
- $269,972
- Administrative expenses
- $72,050
- Total expenses
- $342,022
- Net increase / (decrease)
- $691,821
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,050 | $0 | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset | 2023 |