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Original filing (PDF)20250715164354NAL0005213634001
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR EMPLOYEES OF UNITED JEWISH
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed19 service providers
Active participants
5,001
Accounts w/ balance
—
Plan assets (EOY)
$555.5M
Net assets (EOY)
$552.7M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — 581% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY.
Plan sponsor
Name
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NY
EIN
51-0172429
Address
130 EAST 59TH STREET · NEW YORK, NY · 100221302
Phone
(212) 836-1414
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
UJA-FEDERATION OF NY
EIN
51-0172429
City
NEW YORK, NY
Phone
(212) 836-1414
Plan characteristics
Plan number
333
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | CUSTODIAN | $219K | — |
Other
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $1.1M | — |
| SELECT EQUITY GROUP, L.P. | 46-3465710 | — | NONE | $224K | — |
| SHAPIRO CAPITAL MANAGEMENT LLC | 20-4196445 | — | NONE | $168K | — |
| WELLINGTON MANAGEMENT COMPANY, LLP | 30-0835489 | — | NONE | $131K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $92K | — |
| MSCI INC. (FORMERLY THE BURGISS GRO | 13-4038723 | — | NONE | $62K | — |
| GARDNER RUSSO & QUINN LLC | 23-2673088 | — | NONE | $56K | — |
| UJA-FEDERATION OF NEW YORK, INC. | 51-0172429 | — | PLAN SPONSOR | $41K | — |
| BLOOMBERG LP DBA BLOOMBERG FINANCE | 13-3417984 | — | NONE | $40K | — |
| UNION PARK CONSULTING LLC | 85-2338200 | — | NONE | $19K | — |
| PIVOTALPATH, INC. | 46-3167147 | — | NONE | $15K | — |
| PITCHBOOK DATA INC. | 20-8625316 | — | NONE | $14K | — |
| CANOE SOFTWARE, INC. | 82-1936172 | — | NONE | $13K | — |
| EVESTMENT ALLIANCE LLC | 26-2574235 | — | NONE | $12K | — |
| BIPSYNC, LTD. | 46-1398747 | — | NONE | $11K | — |
| RSM US LLP | 42-0714325 | — | NONE | $10K | — |
| INSTITUTIONAL LIMITED PARTNERS ASSO | 75-3028947 | — | NONE | $8K | — |
| FORTIFINANCIAL (USA), LTD. | 46-4866352 | — | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.