2023 Form 5500 filing — Hillcrest Educational Foundation, Inc. 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 20240909094238NAL0002306771001) for Hillcrest Educational Foundation, Inc. 403(B) Plan, reported by Hillcrest Educational Foundation, Inc. under EIN 80-0545676 and plan number 002. It reports 657 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909094238NAL0002306771001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Hillcrest Educational Foundation, Inc.
- EIN
- 80-0545676
- Plan number
- 002
- Location
- Pittsfield, MA
- Participants
- 657
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,913,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,913,078
- Employer contributions
- $900,362
- Participant contributions
- $1,327,986
- Total income / additions
- $5,726,735
- Benefits paid
- $1,674,876
- Administrative expenses
- $47,767
- Total expenses
- $1,724,143
- Net increase / (decrease)
- $4,002,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,767 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $45,723 |
| The Angell Pension Group | OTHER SERVICES | $0 | $23,662 |