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Original filing (PDF)20250207134227NAL0025682370001
MENORAH CAMPUS
Form 5500
FILING_RECEIVED
MENORAH CAMPUS DEFINED BENEFIT PLAN
Defined-benefit pension plan
Signals · 2
Late filing · 26.7 mo29% in single holding
Active participants
94
Accounts w/ balance
—
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
85
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 26.7 months past the 10.5-month grace window.
- Top holding "Principal Life Insurance Company General Investment Fund" is 29% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MENORAH CAMPUS.
Plan sponsor
Name
MENORAH CAMPUS
EIN
16-1376699
Address
2700 N. FOREST RD. · GETZVILLE, NY · 140681527
Phone
(716) 639-3311
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-02-07
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FREED MAXICK CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
4 direct securities · 6 pooled funds· $8.2M(100% 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
$4.2M
6 holdings
Uncategorized
$4.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company General Investment Fund | — | — | $1.6M | $1.7M | 29.1% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $255K | $1.4M | 23.1% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.3M | 21.9% | |
| Principal Life Insurance Company Mid Cap Separate Account | — | — | $110K | $1.3M | 21.9% | |
| Principal Life Insurance Company Small Cap Separate Account | — | — | $110K | $755K | 12.9% | |
| PRINCIPAL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $755K | 12.9% | |
| Principal Life Insurance Company Diversified International Separate Account | — | — | $110K | $349K | 5.9% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $349K | 5.9% | |
| PRIN CORE PLUS BOND SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $190K | $217K | 3.7% | |
| PRIN GOVT & HIGH QUAL BOND SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | $190K | $200K | 3.4% |
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