2023 Form 5500 filing — Chapel Hill - Chauncy Hall School 403(B) Plan
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 20240715140619NAL0000913315001) for Chapel Hill - Chauncy Hall School 403(B) Plan, reported by Chapel Hill - Chauncy Hall School under EIN 04-2534161 and plan number 321. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715140619NAL0000913315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chapel Hill - Chauncy Hall School
- EIN
- 04-2534161
- Plan number
- 321
- Location
- Waltham, MA
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,327,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,327,677
- Employer contributions
- $310,356
- Participant contributions
- $504,718
- Total income / additions
- $3,001,142
- Benefits paid
- $449,984
- Administrative expenses
- $18,418
- Total expenses
- $468,402
- Net increase / (decrease)
- $2,532,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $11,212 | $0 |
| Rockland Trust Co | ADVISOR | $7,281 | not reported in the loaded dataset |