How many benefit plans does Hathaway Brown School report on Form 5500?

Hathaway Brown School (EIN 34-0714426) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Hathaway Brown School?

The Employer Identification Number (EIN) reported for Hathaway Brown School is 34-0714426.

What is the latest Form 5500 filing year for Hathaway Brown School?

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

Hathaway Brown 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, Hathaway Brown School (EIN 34-0714426) is a plan sponsor located in Shaker Heights, OH with 3 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: 34-0714426
Location: Shaker Heights, OH
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $47,128,820
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $47,128,820

Contributions & income

Employer contributions: $721,183
Participant contributions: $1,031,970
Total income / additions: $8,222,464

Expenses & distributions

Benefits paid / distributions: $2,244,371
Total expenses: $2,260,572
Net increase / (decrease): $5,961,892

Coverage

Total reported participants: 804
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Hathaway Brown School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Hathaway Brown School Retirement Plan	001	433	$47,128,820	2023
Hathaway Brown School Employee Group Benefits Plan	501	217	not reported in the loaded dataset	2023
Hathaway Brown School Health	502	154	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hathaway Brown School
Year	Plan	Participants	Schedules	Filing
2023	Hathaway Brown School Employee Group Benefits Plan	217	—	20241014072251NAL0043762704001
2023	Hathaway Brown School Health	154	C	20241014072628NAL0051411922001
2023	The Hathaway Brown School Retirement Plan	433	H, C	20241014072942NAL0012968835001