2023 Form 5500 filing — Palmetto Association Of Independent Schools Multiple Employer 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 20240821155440NAL0004133329001) for Palmetto Association Of Independent Schools Multiple Employer Plan, reported by The Governing Committe Of The Palmetto Association Of Independent Scho under EIN 93-3810313 and plan number 333. It reports 1,432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240821155440NAL0004133329001
Filing year
2023
Form type
3
Plan sponsor
The Governing Committe Of The Palmetto Association Of Independent Scho
EIN
93-3810313
Plan number
333
Location
Spartanburg, SC
Participants
1,432
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$85,335,971
Total liabilities (EOY)
$0
Net assets (EOY)
$85,335,971
Employer contributions
$149,842
Participant contributions
$246,900
Total income / additions
$3,387,244
Benefits paid
$174,826
Administrative expenses
$18,012
Total expenses
$192,838
Net increase / (decrease)
$3,194,406
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tiaa- Teachers Insurance And AnnuitINVESTMENT PROVIDER$1,459$0

Related Form 5500 pages