Original filing (PDF)20250715095546NAL0001492019001

THE JEWISH HOME FOR THE ELDERLY

Name: THE JEWISH HOME FOR THE ELDERLY — JEWISH HOME FOR THE ELDERLY DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: THE JEWISH HOME FOR THE ELDERLY

Form 5500

FILING_RECEIVED

JEWISH HOME FOR THE ELDERLY DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 3

47% in single holding48% employer stock~219 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

How this plan invests

This plan

9 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JEWISH HOME FOR THE ELDERLY.

Plan sponsor

Name

THE JEWISH HOME FOR THE ELDERLY

EIN

06-0846991all filings

Address

4200 PARK AVENUE · BRIDGEPORT, CT · 06604

Phone

(203) 365-6400

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$72K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL GLOBAL INVESTORS, LLC	42-1479618	—	INVESTMENT ADVISORY	$5K	—

Investments

1 direct security · 9 pooled funds· $3.3M(93% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$3.2M

9 holdings

Common Stocks

$25K

1 holding

					% of plan
PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104	Pooled Separate Account	—	$1.5M	$1.5M	43.1%
PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128	Pooled Separate Account	—	$1.0M	$1.1M	30.8%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	$226K	$318K	9.1%
PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027	Pooled Separate Account	—	$154K	$160K	4.6%
PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015	Pooled Separate Account	—	$70K	$84K	2.4%
PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116	Pooled Separate Account	—	$32K	$40K	1.1%
PRIN ORG EMG MKTS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 178	Pooled Separate Account	—	—	$25K	0.7%
Company Z * Principal Life Insurance Org Emerging Markets S A-Z	Common Stocks	—	$24K	$25K	0.7%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	$15K	$20K	0.6%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	$6K	$7K	0.2%