92nd Street Y 403(B) Plan — Form 5500 plan (The Young Men'S And Young Women'S Hebrew Associa)
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, 92nd Street Y 403(B) Plan is a benefit plan reported by The Young Men'S And Young Women'S Hebrew Associa under EIN 13-1624229 and plan number 001. The latest loaded filing year is 2023. The filing reports 623 participants and $26,203,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Young Men'S And Young Women'S Hebrew Associa
- EIN
- 13-1624229
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 623
- End-of-year plan assets
- $26,203,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 623 | H, C | 20241015104120NAL0048885024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,203,524
- Net assets (EOY)
- $26,203,524
- Net assets (BOY)
- $23,789,161
Income & contributions
- Participant contributions
- $1,806,120
- Total contributions
- $1,991,250
- Total income / additions
- $5,424,377
Expenses & distributions
- Benefits paid
- $2,943,332
- Administrative expenses
- $66,682
- Total expenses
- $3,010,014
- Net increase / (decrease)
- $2,414,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Insurance Services | SERVICE PROVIDER | $37,061 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $26,191 | not reported in the loaded dataset | 2023 |
| Brighthouse Life Insurance Company | SERVICE PROVIDER | $583 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $25 | not reported in the loaded dataset | 2023 |
| Metlife Insurance Company | SERVICE PROVIDER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Young Men'S And Young Women'S Hebrew Associa
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Alliant Insurance Services — Schedule C compensation
- Tiaa — Schedule C compensation
- Brighthouse Life Insurance Company — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Metlife Insurance Company — Schedule C compensation