Marlborough 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, Marlborough School (EIN 95-2816435) is a plan sponsor located in Los Angeles, CA 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
95-2816435
Location
Los Angeles, CA
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 Marlborough School

  • 2 loaded plans hold $59.6M in reported assets.
  • The largest, Marlborough School Defined Contribution Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 447 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$59.6MSummed across loaded plans$59,567,636
Total reported assets$59.6M$59,567,636
Total reported participants447
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$59.6M total assets
Net assets$59.6MLiabilities$0
Contributions & income
Employer contributions$876.2K
Participant contributions$1.3M
Total income / additions$10.7M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2M
Net increase / (decrease)$8.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Marlborough School Defined Contribution Retirement Plan
Participants per plan224Average 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
    Plan #001 · 322 participants · 2023
  2. 2
    Marlborough School Wrap Benefit Plannot reported in the loaded dataset
    Plan #501 · 125 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Marlborough School. Open one for its full reported snapshot.

  1. 2023
    Marlborough School Wrap Benefit Plan125 participants · 2No schedules
    View filing →
  2. 2023
    Marlborough School Defined Contribution Retirement Plan322 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Marlborough School report on Form 5500?
Marlborough School (EIN 95-2816435) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Marlborough School?
The Employer Identification Number (EIN) reported for Marlborough School is 95-2816435.
What is the latest Form 5500 filing year for Marlborough School?
The latest loaded Form 5500 filing year for Marlborough School is 2023.

Related Form 5500 pages