Refuah Health Center, Inc. 403(B) Plan — Form 5500 plan (Refuah Health Center, Inc.)
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, Refuah Health Center, Inc. 403(B) Plan is a benefit plan reported by Refuah Health Center, Inc. under EIN 13-3652555 and plan number 003. The latest loaded filing year is 2023. The filing reports 586 participants and $10,621,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Refuah Health Center, Inc.
- EIN
- 13-3652555
- Plan number
- 003
- Plan type
- 2
- Location
- Spring Valley, NY
- Latest filing year
- 2023
- Participants
- 586
- End-of-year plan assets
- $10,621,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 586 | H, C | 20240815082919NAL0012786897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,621,343
- Net assets (EOY)
- $10,621,343
- Net assets (BOY)
- $8,665,031
Income & contributions
- Participant contributions
- $1,238,833
- Total contributions
- $1,396,718
- Total income / additions
- $3,058,192
Expenses & distributions
- Benefits paid
- $1,053,767
- Administrative expenses
- $48,113
- Total expenses
- $1,101,880
- Net increase / (decrease)
- $1,956,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $48,340 | not reported in the loaded dataset | 2023 |
| Lpl Financial Corporation | SHAREHOLDER SERVICE PROVI | not reported in the loaded dataset | $23,105 | 2023 |
| Intac Actuarial Services, Inc. | THIRD PARTY ADMINISTRATOR | $1,200 | $4,650 | 2023 |
| Empower Advisory Group, LLC | THIRD PARTY ADMINISTRATOR | $338 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Refuah Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Spring Valley, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Intac Actuarial Services, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation