Plan5500

Kingsbrook Jewish Medical Center'S Tax Deferred Annuity Retirement Plan — Form 5500 plan (Kingsbrook Jewish Medical Center)

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, Kingsbrook Jewish Medical Center'S Tax Deferred Annuity Retirement Plan is a benefit plan reported by Kingsbrook Jewish Medical Center under EIN 11-1631759 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,389 participants and $179,399,853 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$179.4MPlan net assets, end of year$179,399,853
Participants2.4KCovered participants reported2,389
Assets / participant$75.1KComputed: assets ÷ participants$75,094 (computed)
Provider compensation$139.2K2 Schedule C provider row(s)$139,217
Plan sponsor
Kingsbrook Jewish Medical Center
EIN
11-1631759
Plan number
004
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,389H, C20250117094047NAL0013399203001
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)$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

Net assets

Total assets (EOY)
$179,399,853
Total liabilities (EOY)
$0
Net assets (EOY)
$179,399,853
Net assets (BOY)
$165,674,690

Income & contributions

Employer contributions
$883,408
Participant contributions
$4,135,057
Total contributions
$5,620,122
Total income / additions
$28,083,925

Expenses & distributions

Benefits paid
$14,201,021
Administrative expenses
$141,018
Total expenses
$14,358,762
Net increase / (decrease)
$13,725,163
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.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$113,525$02023
Healthcare Comm. Securities Corp.NONE$25,692not reported in the loaded dataset2023

Related Form 5500 pages