Original filing (PDF)20251014095021NAL0005342578001

BETANCES HEALTH CENTER

Name: BETANCES HEALTH CENTER — 403(B) THRIFT PLAN FOR EMPLOYEES OF BETANCES HEALTH CENTER, Form 5500 (2024)
Creator: BETANCES HEALTH CENTER

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF BETANCES HEALTH CENTER

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

157

Accounts w/ balance

176

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETANCES HEALTH CENTER.

Plan sponsor

Name

BETANCES HEALTH CENTER

EIN

13-2697725

Address

280 HENRY ST · NEW YORK, NY · 100024816

Phone

(212) 227-8401

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

TMI CPA PC

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

1 pooled fund· $5.6M(87% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 005	Pooled Separate Account	$5.6M	87.1%

1–1 of 1

Related plans

Other plans using MUTUAL OF AMERICA INVESTMENT CORP

ILLINOIS INSTITUTE OF TECHNOLOGY

ILLINOIS INSTITUTE OF TECHNOLOGY TAX DEFERRED ANNUITY PLAN

$598.0M · 1,035 participants

EMPLOYSHARE, INC.

EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN

$78.0M · 671 participants

SEA-MAR COMMUNITY HEALTH CENTERS

EMPLOYEE BENEFIT PLAN OF SEA-MAR COMMUNITY HEALTH CENTERS

$73.3M · 2,704 participants

BALDOR SPECIALTY FOODS, INC.

BALDOR SPECIALTY FOODS, INC. 401(K) PROFIT SHARING PLAN

$67.6M · 3,399 participants

SPECIAL SERVICE FOR GROUPS, INC.