Plan5500

Rowland Hall-St Marks 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, Rowland Hall-St Marks School (EIN 87-0212477) is a plan sponsor located in Salt Lake City, UT 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
87-0212477
Location
Salt Lake City, UT
Loaded plans
3
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 Rowland Hall-St Marks School

  • 3 loaded plans hold $38.4M in reported assets.
  • The largest, Rowland Hall, Saint Mark'S School 403(B) Dc Plan, holds 100% of this company's reported plan assets.
  • Plans cover 886 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.4MSummed across loaded plans$38,350,898
Total reported assets$38.4M$38,350,898
Total reported participants886
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$38.4M total assets
Net assets$38.4MLiabilities—
Contributions & income
Employer contributions$666.1K
Participant contributions$1.2M
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.7M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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 assets100%Rowland Hall, Saint Mark'S School 403(B) Dc Plan
Participants per plan295Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Rowland Hall, Saint Mark'S School 403(B) Dc Plan$38.4M
    Plan #001 · 412 participants · 2023
  2. 2
    Rowland Hall St Marks School Health & Dental Plannot reported in the loaded dataset
    Plan #501 · 280 participants · 2023
  3. 3
    Rowland Hall - St Mark'S School Group Benefits Plannot reported in the loaded dataset
    Plan #503 · 194 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 Rowland Hall-St Marks School. Open one for its full reported snapshot.

  1. 2023
    Rowland Hall, Saint Mark'S School 403(B) Dc Plan412 participants · 2Sch HSch C
    View filing →
  2. 2023
    Rowland Hall St Marks School Health & Dental Plan280 participants · 2No schedules
    View filing →
  3. 2023
    Rowland Hall - St Mark'S School Group Benefits Plan194 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rowland Hall-St Marks School report on Form 5500?
Rowland Hall-St Marks School (EIN 87-0212477) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rowland Hall-St Marks School?
The Employer Identification Number (EIN) reported for Rowland Hall-St Marks School is 87-0212477.
What is the latest Form 5500 filing year for Rowland Hall-St Marks School?
The latest loaded Form 5500 filing year for Rowland Hall-St Marks School is 2023.

Related Form 5500 pages