2023 Form 5500 filing — Bryn Mawr School Retirement Plan For Faculty Members And Administrative Staff

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 20241015121758NAL0028383297001) for Bryn Mawr School Retirement Plan For Faculty Members And Administrative Staff, reported by Bryn Mawr School For Girls Of Baltimore City, Inc. under EIN 52-0258140 and plan number 001. It reports 518 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)$45.9MReported net assets$45,941,499

Participants518

Provider compensation$78K2 Schedule C row(s)$77,950

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015121758NAL0028383297001
Plan sponsor: Bryn Mawr School For Girls Of Baltimore City, Inc.
EIN: 52-0258140
Plan number: 001
Location: Baltimore, MD
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.

Reported balance (end of year)$45.9M total assets

Net assets$45.9MLiabilities$0

Money in vs. money out

Total income / additions$8.4M

Total expenses$4.5M

Benefits paid / distributions$4.4M

Contributions

Employer$761K

Participant$1.5M

Full reported line items

Total assets (EOY): $45,941,499
Total liabilities (EOY): $0
Net assets (EOY): $45,941,499
Employer contributions: $760,966
Participant contributions: $1,471,247
Total income / additions: $8,366,579
Benefits paid: $4,431,187
Administrative expenses: $77,500
Total expenses: $4,509,356
Net increase / (decrease): $3,857,223

Schedule C

Reported service provider compensation

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

1
Tiaa$41.5K
RECORDKEEPER · Direct $41.5K · Indirect $0
2
Global Retirement Partners$36.5K
INVESTMENT ADVISORY · Direct $36.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015121758NAL0028383297001 cover?: It is the 2023 Form 5500 filing for Bryn Mawr School Retirement Plan For Faculty Members And Administrative Staff, reported by Bryn Mawr School For Girls Of Baltimore City, Inc. (EIN 52-0258140).
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).