The Haverford 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 Haverford School (EIN 23-1352646) is a plan sponsor located in Haverford, PA 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
23-1352646
Location
Haverford, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$90,290,955
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$90,290,955

Contributions & income

Employer contributions
$1,438,689
Participant contributions
$1,584,672
Total income / additions
$15,821,414

Expenses & distributions

Benefits paid / distributions
$5,094,116
Total expenses
$5,216,897
Net increase / (decrease)
$10,604,517

Coverage

Total reported participants
711
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 Haverford School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Haverford School 403(B) Plan001509$90,290,9552023
The Haverford School Flexible Benefits Plan503202not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Haverford School
YearPlanParticipantsSchedulesFiling
2023The Haverford School 403(B) Plan509H, C20241002114627NAL0014884096001
2023The Haverford School Flexible Benefits Plan20220250304095018NAL0006850561001

Related Form 5500 pages