Parker Jewish Institute Retirement Savings 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 Retirement Savings Plan is a benefit plan reported by Parker Jewish Institute For Health Care And Rehabilitation under EIN 13-2631069 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,153 participants and $36,005,268 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
- 002
- Plan type
- 2
- Location
- New Hyde Park, NY
- Latest filing year
- 2023
- Participants
- 1,153
- End-of-year plan assets
- $36,005,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,153 | H, C | 20241014130658NAL0052360978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,005,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,005,268
- Net assets (BOY)
- $33,479,953
Income & contributions
- Employer contributions
- $301,303
- Participant contributions
- $1,746,157
- Total contributions
- $2,094,977
- Total income / additions
- $6,882,553
Expenses & distributions
- Benefits paid
- $4,132,522
- Administrative expenses
- $176,726
- Total expenses
- $4,357,238
- Net increase / (decrease)
- $2,525,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $173,511 | $0 | 2023 |
| Wells Fargo Advisors Ins Agency Inc | BROKER/ADVISER | $0 | $91,932 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,916 | 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
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Wells Fargo Advisors Ins Agency Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation