Plan5500

Metropolitan Jewish Health System, Inc. 403(B) Plan — Form 5500 plan (Metropolitan Jewish Health System, Inc.)

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, Metropolitan Jewish Health System, Inc. 403(B) Plan is a benefit plan reported by Metropolitan Jewish Health System, Inc. under EIN 11-3538697 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,521 participants and $171,005,261 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metropolitan Jewish Health System, Inc.
EIN
11-3538697
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
3,521
End-of-year plan assets
$171,005,261

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,521H, C20240806071230NAL0003580336001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$171,005,261
Total liabilities (EOY)
$0
Net assets (EOY)
$171,005,261
Net assets (BOY)
$144,174,422

Income & contributions

Employer contributions
$239,551
Participant contributions
$12,601,035
Total contributions
$13,892,875
Total income / additions
$38,046,076

Expenses & distributions

Benefits paid
$10,835,732
Administrative expenses
$233,142
Total expenses
$11,215,237
Net increase / (decrease)
$26,830,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$232,643$02023
Hanys Benefit ServicesSERVICE PROVIDER$120,502not reported in the loaded dataset2023

Related Form 5500 pages