How many benefit plans does The Taft School report on Form 5500?

The Taft School (EIN 06-0646921) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Taft School?

The Employer Identification Number (EIN) reported for The Taft School is 06-0646921.

What is the latest Form 5500 filing year for The Taft School?

The latest loaded Form 5500 filing year for The Taft School is 2023.

The Taft School — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Taft School (EIN 06-0646921) is a plan sponsor located in Watertown, CT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 06-0646921
Location: Watertown, CT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $117,685,230
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $117,685,230

Contributions & income

Employer contributions: $1,630,327
Participant contributions: $1,808,304
Total income / additions: $18,629,314

Expenses & distributions

Benefits paid / distributions: $6,704,112
Total expenses: $6,803,031
Net increase / (decrease): $11,826,283

Coverage

Total reported participants: 868
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Taft School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Taft School 403(B) Retirement Plan	001	639	$117,685,230	2023
The Taft School Health & Welfare Benefit Plan	502	229	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Taft School
Year	Plan	Participants	Schedules	Filing
2023	The Taft School Health & Welfare Benefit Plan	229	—	20240717095828NAL0002405011001
2023	The Taft School 403(B) Retirement Plan	639	H, C	20241002180841NAL0004285347001