Island Nursing And Rehab Center Retirement Plan — Form 5500 plan (Island Nursing And Rehab 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, Island Nursing And Rehab Center Retirement Plan is a benefit plan reported by Island Nursing And Rehab Center under EIN 11-3570505 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $5,918,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Island Nursing And Rehab Center
- EIN
- 11-3570505
- Plan number
- 001
- Plan type
- 2
- Location
- Holtsville, NY
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $5,918,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241009100304NAL0030873040010 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,918,619
- Net assets (EOY)
- $5,918,619
- Net assets (BOY)
- $5,798,868
Income & contributions
- Employer contributions
- $94,881
- Participant contributions
- $268,579
- Total contributions
- $363,460
- Total income / additions
- $1,165,013
Expenses & distributions
- Benefits paid
- $984,747
- Administrative expenses
- $60,515
- Total expenses
- $1,045,262
- Net increase / (decrease)
- $119,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $41,051 | $0 | 2023 |
| Aspire Advisors LLC | INVESTMENT ADVISOR | $20,304 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Island Nursing And Rehab Center
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Holtsville, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Aspire Advisors LLC — Schedule C compensation
- National Financial Services — Schedule C compensation