Parker Jewish Institute For Health Care & Rehab Defined Benefit Pension Plan — Form 5500 plan (Parker Jewish Institute For Health Care And Rehabilitation)
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, Parker Jewish Institute For Health Care & Rehab Defined Benefit Pension Plan is a benefit plan reported by Parker Jewish Institute For Health Care And Rehabilitation under EIN 13-2631069 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $27,479,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Parker Jewish Institute For Health Care And Rehabilitation
- EIN
- 13-2631069
- Plan number
- 001
- Plan type
- 2
- Location
- New Hyde Park, NY
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $27,479,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20241022090307NAL0002524369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,479,829
- Total liabilities (EOY)
- $50,081
- Net assets (EOY)
- $27,429,748
- Net assets (BOY)
- $27,041,395
Income & contributions
- Employer contributions
- $1,034,000
- Total contributions
- $1,034,000
- Total income / additions
- $3,484,665
Expenses & distributions
- Benefits paid
- $2,606,033
- Administrative expenses
- $490,279
- Total expenses
- $3,096,312
- Net increase / (decrease)
- $388,353
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | INVESTMENT | $130,890 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group Inc | ACTUARY | $50,239 | not reported in the loaded dataset | 2023 |
| First State Trust Company | CONTRACT ADMINISTRATOR | $21,343 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co., Llp | ACCOUNTANT | $13,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Parker Jewish Institute For Health Care And Rehabilitation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New Hyde Park, NY
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Usi Consulting Group Inc — Schedule C compensation
- First State Trust Company — Schedule C compensation
- Buchbinder Tunick & Co., Llp — Schedule C compensation