2023 Form 5500 filing — St. Marks School Of Texas Matching 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 20240829130412NAL0013115953001) for St. Marks School Of Texas Matching Plan, reported by St. Marks School Of Texas under EIN 75-0827460 and plan number 001. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829130412NAL0013115953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Marks School Of Texas
- EIN
- 75-0827460
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,963,767
- Net assets (EOY)
- $76,963,767
- Employer contributions
- $1,239,352
- Participant contributions
- $1,499,253
- Total income / additions
- $12,048,016
- Benefits paid
- $2,975,042
- Administrative expenses
- $7,728
- Total expenses
- $2,982,770
- Net increase / (decrease)
- $9,065,246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Advisors, LLC | ADVISOR | $7,103 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $1,575 | $0 |