2023 Form 5500 filing — The Hotchkiss School 403(B) Retirement 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 20241004092454NAL0011242337001) for The Hotchkiss School 403(B) Retirement Plan, reported by The Hotchkiss School under EIN 06-0647018 and plan number 005. It reports 880 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)$167.3MReported net assets$167,347,946
Participants880
Provider compensation$163.7K4 Schedule C row(s)$163,667
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004092454NAL0011242337001
- Plan sponsor
- The Hotchkiss School
- EIN
- 06-0647018
- Plan number
- 005
- Location
- Lakeville, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$167.3M total assets
Net assets$167.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $167,347,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $167,347,946
- Employer contributions
- $2,910,382
- Participant contributions
- $3,532,454
- Total income / additions
- $26,414,229
- Benefits paid
- $9,098,506
- Administrative expenses
- $162,692
- Total expenses
- $9,273,201
- Net increase / (decrease)
- $17,141,028
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa Teachers Ins & Annuity | NONE | $109,011 | $0 |
| Fiduciary Investment Advisors LLC | NONE | $33,406 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $12,000 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $9,250 | not reported in the loaded dataset |