Plan5500

Notre Dame De Lourdes — 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, Notre Dame De Lourdes (EIN 16-0791040) is a plan sponsor located in Elmira, NY with 2 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
16-0791040
Location
Elmira, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Notre Dame De Lourdes

  • 2 loaded plans hold $4.5M in reported assets.
  • The largest, Notre Dame High School Tda 403b Plan, holds 62% of this company's reported plan assets.
  • Plans cover 136 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,549,869
Total reported assets$4.5M$4,549,869
Total reported participants136
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities—
Contributions & income
Employer contributions$30.8K
Participant contributions$13.1K
Total income / additions$516K
Expenses & distributions
Benefits paid / distributions$134.3K
Total expenses$138.6K
Net increase / (decrease)$377.4K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets62%Notre Dame High School Tda 403b Plan
Participants per plan68Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Notre Dame High School Tda 403b Plan$2.8M
    Plan #002 · 68 participants · 2023
  2. 2
    Notre Dame High School Gra Qualified Group Retirement Annuity$1.7M
    Plan #003 · 68 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Notre Dame De Lourdes. Open one for its full reported snapshot.

  1. 2023
    Notre Dame High School Tda 403b Plan68 participants · 2Sch I
    View filing →
  2. 2023
    Notre Dame High School Gra Qualified Group Retirement Annuity68 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Notre Dame De Lourdes report on Form 5500?
Notre Dame De Lourdes (EIN 16-0791040) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Notre Dame De Lourdes?
The Employer Identification Number (EIN) reported for Notre Dame De Lourdes is 16-0791040.
What is the latest Form 5500 filing year for Notre Dame De Lourdes?
The latest loaded Form 5500 filing year for Notre Dame De Lourdes is 2023.

Related Form 5500 pages