Plan5500

Hebrew Seniorlife Employee Savings Plan — Form 5500 plan (Hebrew Seniorlife, 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, Hebrew Seniorlife Employee Savings Plan is a benefit plan reported by Hebrew Seniorlife, Inc. under EIN 90-0183119 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,887 participants and $141,689,373 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hebrew Seniorlife, Inc.
EIN
90-0183119
Plan number
002
Plan type
2
Location
Roslindale, MA
Latest filing year
2023
Participants
2,887
End-of-year plan assets
$141,689,373

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,887H, C20241014160636NAL0027814193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$141,689,373
Total liabilities (EOY)
$0
Net assets (EOY)
$141,689,373
Net assets (BOY)
$122,479,212

Income & contributions

Participant contributions
$10,044,113
Total contributions
$10,518,297
Total income / additions
$30,222,680

Expenses & distributions

Benefits paid
$10,631,717
Administrative expenses
$264,375
Total expenses
$11,012,519
Net increase / (decrease)
$19,210,161

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$258,691$02023

Related Form 5500 pages