Plan5500

Advance Care Alliance Of New York Inc. 403(B) Plan — Form 5500 plan (Advance Care Alliance Of New York 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, Advance Care Alliance Of New York Inc. 403(B) Plan is a benefit plan reported by Advance Care Alliance Of New York Inc. under EIN 46-5489816 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,024 participants and $13,967,615 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14MPlan net assets, end of year$13,967,615
Participants1KCovered participants reported1,024
Assets / participant$13.6KComputed: assets ÷ participants$13,640 (computed)
Provider compensation$172.8K2 Schedule C provider row(s)$172,822
Plan sponsor
Advance Care Alliance Of New York Inc.
EIN
46-5489816
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,024 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14M total assets
Net assets$14MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$939.3K
Benefits paid / distributions$761.1K
Contributions
Employer$3.6M
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$13,967,615
Total liabilities (EOY)
$0
Net assets (EOY)
$13,967,615
Net assets (BOY)
$7,813,689

Income & contributions

Employer contributions
$3,554,670
Participant contributions
$1,446,343
Total contributions
$5,430,364
Total income / additions
$7,093,208

Expenses & distributions

Benefits paid
$761,079
Administrative expenses
$150,842
Total expenses
$939,282
Net increase / (decrease)
$6,153,926
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 71%Participant 29%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$150.8K
    CONTRACT ADMINISTRATOR · Direct $150.8K · Indirect $0
  2. 2
    Global Retirement Partners LLC$22K
    INVESTMENT ADVISORY · Direct $0 · Indirect $22K

What to inspect next

Frequently asked questions

Who sponsors the Advance Care Alliance Of New York Inc. 403(B) Plan?
Advance Care Alliance Of New York Inc. 403(B) Plan is reported as sponsored by Advance Care Alliance Of New York Inc. (EIN 46-5489816, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Advance Care Alliance Of New York Inc. 403(B) Plan?
The latest Form 5500 filing year loaded for Advance Care Alliance Of New York Inc. 403(B) Plan is 2023.
How many participants does Advance Care Alliance Of New York Inc. 403(B) Plan report?
Advance Care Alliance Of New York Inc. 403(B) Plan reports 1,024 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Advance Care Alliance Of New York Inc. 403(B) Plan?
Advance Care Alliance Of New York Inc. 403(B) Plan reports $13,967,615 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages