2023 Form 5500 filing — Graduate School Tax Deferred Annuity 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 20240715151356NAL0001896305001) for Graduate School Tax Deferred Annuity Plan, reported by Public Service Education Institute under EIN 26-4232788 and plan number 002. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants187
Provider compensation$7K2 Schedule C row(s)$6,995
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240715151356NAL0001896305001
Plan sponsor
Public Service Education Institute
EIN
26-4232788
Plan number
002
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$843.3K
Total expenses$11.4M
Benefits paid / distributions$11.4M
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$843,306
Benefits paid
$11,425,786
Administrative expenses
$6,995
Total expenses
$11,432,781
Net increase / (decrease)
-$10,589,475
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $6.9K
  2. 2
    Tiaa$50
    NONE · Direct $50 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715151356NAL0001896305001 cover?
It is the 2023 Form 5500 filing for Graduate School Tax Deferred Annuity Plan, reported by Public Service Education Institute (EIN 26-4232788).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages