Rebekah Rehab & Extended Care Center 401(K) Plan — Form 5500 plan (United Odd Fellow And Rebekah Home)
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, Rebekah Rehab & Extended Care Center 401(K) Plan is a benefit plan reported by United Odd Fellow And Rebekah Home under EIN 13-1740053 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $8,911,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Odd Fellow And Rebekah Home
- EIN
- 13-1740053
- Plan number
- 002
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $8,911,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20250211145458NAL0032935216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,911,552
- Total liabilities (EOY)
- $21,336
- Net assets (EOY)
- $8,890,216
- Net assets (BOY)
- $7,659,854
Income & contributions
- Employer contributions
- $412,411
- Participant contributions
- $382,079
- Total contributions
- $826,753
- Total income / additions
- $1,905,259
Expenses & distributions
- Benefits paid
- $614,629
- Administrative expenses
- $52,891
- Total expenses
- $674,897
- Net increase / (decrease)
- $1,230,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Fin Serv Advisors | INVESTMENT ADVISORY | $40,092 | not reported in the loaded dataset | 2023 |
| Nationwide | SERVICE PROVIDER | $17,546 | $446 | 2023 |
| Economic Group Pension Svcs | TPA | $17,546 | not reported in the loaded dataset | 2023 |