2023 Form 5500 filing — Trinity School For Ministry Retirement Plan 3
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240301150544NAL0011015027001) for Trinity School For Ministry Retirement Plan 3, reported by Trinity Episcopal School For Ministry under EIN 25-1271008 and plan number 003. It reports 116 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240301150544NAL0011015027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity Episcopal School For Ministry
- EIN
- 25-1271008
- Plan number
- 003
- Location
- Ambridge, PA
- Participants
- 116
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,037,518
- Net assets (EOY)
- $6,037,518
- Employer contributions
- $361,362
- Participant contributions
- $197,230
- Total income / additions
- $1,330,301
- Benefits paid
- $1,600,841
- Administrative expenses
- $0
- Total expenses
- $1,607,919
- Net increase / (decrease)
- -$277,618
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Henderson Bros Ret Plan Serv | not reported in the loaded dataset | $5,379 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance And Annui | not reported in the loaded dataset | $1,698 | $0 |