Retirement And Savings Plan — Form 5500 plan (Hebrew Home At Riverdale)

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, Retirement And Savings Plan is a benefit plan reported by Hebrew Home At Riverdale under EIN 13-1739971 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,221 participants and $91,323,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hebrew Home At Riverdale
EIN
13-1739971
Plan number
002
Plan type
2
Location
Riverdale, NY
Latest filing year
2023
Participants
2,221
End-of-year plan assets
$91,323,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,221H, C20241014122531NAL0026138993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,323,705
Total liabilities (EOY)
$0
Net assets (EOY)
$91,323,705
Net assets (BOY)
$75,739,000

Income & contributions

Employer contributions
$3,392,794
Participant contributions
$6,061,044
Total contributions
$9,997,616
Total income / additions
$22,173,838

Expenses & distributions

Benefits paid
$6,390,713
Administrative expenses
$228,708
Total expenses
$6,626,424
Net increase / (decrease)
$15,547,414

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$227,899$02023
Resources Investment AdvisorsINVESTMENT ADVISORY$0$116,2942023

Related Form 5500 pages