The Jewish Federation Of Omaha 403(B) Retirement Plan — Form 5500 plan (The Jewish Federation Of Omaha)
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, The Jewish Federation Of Omaha 403(B) Retirement Plan is a benefit plan reported by The Jewish Federation Of Omaha under EIN 47-0384659 and plan number 001. The latest loaded filing year is 2023. The filing reports 798 participants and $16,540,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Jewish Federation Of Omaha
- EIN
- 47-0384659
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 798
- End-of-year plan assets
- $16,540,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 798 | H, C | 20251231141651NAL0020010993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,540,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,540,542
- Net assets (BOY)
- $15,570,983
Income & contributions
- Employer contributions
- $452,723
- Participant contributions
- $774,957
- Total contributions
- $1,280,473
- Total income / additions
- $2,884,445
Expenses & distributions
- Benefits paid
- $1,851,271
- Administrative expenses
- $61,186
- Total expenses
- $1,914,886
- Net increase / (decrease)
- $969,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,341 | $0 | 2023 |
| Usi Advisors Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Admin Partners LLC | CONTRACT ADMIN | $1,071 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $475 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Jewish Federation Of Omaha
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Empower Annuity Insurance Company O — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- Admin Partners LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation