Bank Hapoalim B.M. Employee Savings And Investment Plan — Form 5500 plan (Bank Hapoalim B.M.)
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, Bank Hapoalim B.M. Employee Savings And Investment Plan is a benefit plan reported by Bank Hapoalim B.M. under EIN 13-2775750 and plan number 002. The latest loaded filing year is 2023. The filing reports 393 participants and $57,922,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Hapoalim B.M.
- EIN
- 13-2775750
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 393
- End-of-year plan assets
- $57,922,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 393 | H, C | 20240827153837NAL0023544498001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,922,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,922,461
- Net assets (BOY)
- $47,349,426
Income & contributions
- Employer contributions
- $1,276,576
- Participant contributions
- $3,106,843
- Total contributions
- $5,341,237
- Total income / additions
- $14,270,981
Expenses & distributions
- Benefits paid
- $3,562,919
- Administrative expenses
- $135,027
- Total expenses
- $3,697,946
- Net increase / (decrease)
- $10,573,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $135,026 | $0 | 2023 |
| Newport Group Securities | INVESTMENT ADVISORY | $0 | $32,577 | 2023 |
| Rogoff & Company Pc | ACCOUNTANT | $0 | $17,000 | 2023 |