2023 Form 5500 filing — The Ross School Tax Deferred Annuity 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 20241015152539NAL0048655488001) for The Ross School Tax Deferred Annuity Plan, reported by The Ross School under EIN 01-0880911 and plan number 002. It reports 127 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)$6.5MReported net assets$6,512,020
Participants127
Provider compensation$1541 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015152539NAL0048655488001
- Plan sponsor
- The Ross School
- EIN
- 01-0880911
- Plan number
- 002
- Location
- East Hampton, NY
- 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)$6.5M total assets
Net assets$6.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $6,512,020
- Net assets (EOY)
- $6,512,020
- Participant contributions
- $223,009
- Total income / additions
- $1,120,388
- Benefits paid
- $519,135
- Administrative expenses
- $83
- Total expenses
- $519,218
- Net increase / (decrease)
- $601,170
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | INSURANCE CARRIER | $154 | $0 |