Original filing (PDF)20251015090306NAL0005608432001

PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION

Name: PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION — PARKER JEWISH INSTITUTE FOR HEALTH CARE & REHAB DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION

Form 5500

FILING_RECEIVED

PARKER JEWISH INSTITUTE FOR HEALTH CARE & REHAB DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 2

17% employer stock~90 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$24.3M

Net assets (EOY)

$24.2M

How this plan invests

This plan

180 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 (2nd 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 PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION.

Plan sponsor

Name

PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION

EIN

13-2631069

Address

271-11 76 TH AVENUE · NEW HYDE PARK, NY · 11040

Phone

(718) 289-2354

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1I · Frozen plan — no new benefit accrual

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

WEAVER AND TIDWELL, L.L.P.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST STATE TRUST COMPANY	13-3124172	—	CONTRACT ADMINISTRATOR	$18K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP INC	13-4032401	—	ACTUARY	$80K	—

Other service providers

Investments

180 direct securities· $22.6M(93% of reported assets)

Other securities

$15.7M

22 holdings

Common Stock

$3.8M

124 holdings

Bonds / Notes

$2.8M

30 holdings

Cash / Money Market

$181K

3 holdings

Common Stocks

$37K

1 holding

					% of plan
iShares Core S&P 500 ETF Equity ETF N/A	Other securities	—	$1.3M	$3.2M	13.3%
Renaissance Institutional Equities Fund (RIEF) LLC Series BB Limited partnership N/A	Other securities	—	$1.5M	$2.8M	11.5%
HP Millennium Intl Class HH Limited partnership N/A	Other securities	—	$1.0M	$2.0M	8.0%
Blackrock Health Sciences Opportunities Fund Equity mutual fund N/A	Other securities	—	$945K	$928K	3.8%
PIMCO Income Fund Fixed income mutual fund N/A	Other securities	—	$917K	$928K	3.8%
Proshares Tr S&P 500 DV Arist Equity ETF N/A	Other securities	—	$826K	$893K	3.7%
GQG Emerging Markets Equity mutual fund N/A	Other securities	—	$706K	$840K	3.5%
JP Morgan Trust Small Cap Equity Fund Equity mutual fund N/A	Other securities	—	$819K	$805K	3.3%
iShares Core S&P Smallcap 600 ETF Equity ETF N/A	Other securities	—	$519K	$732K	3.0%
Blackstone BCRED Fund Limited partnership N/A	Other securities	—	$627K	$642K	2.6%
NH PIF CLASS S Fund Limited partnership N/A	Other securities	—	$617K	$617K	2.5%
SEG Partners Offsh Class I Limited partnership N/A	Other securities	—	$500K	$601K	2.5%
iShares S&P MidCap ETF Equity ETF N/A	Other securities	—	$249K	$461K	1.9%
Morgan Stanley Bank Deposit Fund Money market fund N/A Variable	Cash / Money Market	—	$150K	$150K	0.6%
American Tower Corp Fixed income 02/15/26 4.400%	Bonds / Notes	—	$151K	$149K	0.6%
QVC inc Fixed income 02/15/25 4.450%	Bonds / Notes	—	$147K	$149K	0.6%
Crown Castle Intl Corp New Fixed income 06/15/26 3.700%	Bonds / Notes	—	$147K	$148K	0.6%
Citigroup Inc Fixed income 03/17/33 3.785%	Bonds / Notes	—	$133K	$135K	0.6%
Truist Finl Corp Fixed income 07/28/26 4.260%	Bonds / Notes	—	$134K	$135K	0.6%
Entergy La LLC Fixed income 06/15/32 2.350%	Bonds / Notes	—	$153K	$125K	0.5%
US Bancorp Fixed income 04/27/26 3.100%	Bonds / Notes	—	$122K	$122K	0.5%
Salesforce Com Inc Fixed income 07/15/31 1.950%	Bonds / Notes	—	$146K	$122K	0.5%
Intel Corp Fixed income 08/12/31 2.000%	Bonds / Notes	—	$150K	$121K	0.5%
JPMorgan Chase & Co	Common Stock	—	$81K	$121K	0.5%
Union Pac Corp Fixed income 01/20/33 4.500%	Bonds / Notes	—	$123K	$120K	0.5%
United Airlines Pt Cert 201 Fixed income 04/07/30 3.100%	Bonds / Notes	—	$125K	$118K	0.5%
Bank New York Mellon Corp Fixed income 02/07/28 3.442%	Bonds / Notes	—	$120K	$117K	0.5%
PNC Finl Svcs Group Inc Fixed income 04/23/32 2.307%	Bonds / Notes	—	$128K	$105K	0.4%
Virginia Elec & Pwr Co Fixed income 03/30/32 2.400%	Bonds / Notes	—	$123K	$104K	0.4%
Charter Communications Oper Fixed income 02/01/32 2.300%	Bonds / Notes	—	$127K	$103K	0.4%
General Dynamics Corp Fixed income 06/01/31 2.250%	Bonds / Notes	—	$120K	$102K	0.4%
Pfizer Inc Fixed income 08/18/31 1.750%	Bonds / Notes	—	$119K	$99K	0.4%
Microsoft Corp	Common Stock	—	$85K	$95K	0.4%
Comcast Corp New Fixed income 06/01/34 5.300%	Bonds / Notes	—	$90K	$90K	0.4%
Simon Ppty Group LP Fixed income 11/30/26 3.250%	Bonds / Notes	—	$89K	$88K	0.4%
Cisco Sys Inc Fixed income 02/26/34 5.050%	Bonds / Notes	—	$87K	$85K	0.3%
Wal Mart Stores Inc	Common Stock	—	$46K	$83K	0.3%
Coca Cola Co Fixed income 01/05/32 2.250%	Bonds / Notes	—	$91K	$77K	0.3%
Unitedhealth Group Inc	Common Stock	—	$79K	$73K	0.3%
Brookfield Corporation	Common Stock	—	$35K	$72K	0.3%
Kkr & Co Inc	Common Stock	—	$16K	$71K	0.3%
Broadcom Inc	Common Stock	—	$32K	$70K	0.3%
Transdigm Group Inc	Common Stock	—	$25K	$69K	0.3%
Copart Inc	Common Stock	—	$25K	$68K	0.3%
Hilton Worldwide Holdings	Common Stock	—	$26K	$67K	0.3%
Johnson & Johnson	Other securities	—	$72K	$67K	0.3%
Eog Res Inc Fixed income 04/01/35 3.900%	Bonds / Notes	—	$67K	$67K	0.3%
Home Depot Inc	Common Stock	—	$57K	$66K	0.3%
Heico Corp New Cl A	Common Stock	—	$41K	$64K	0.3%
Hormel Foods Corp Fixed income 06/11/30 1.800%	Bonds / Notes	—	$75K	$64K	0.3%