2023 Form 5500 filing — Open Sky Education 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 20241015154359NAL0028980465001) for Open Sky Education 403(B) Plan, reported by Open Sky Education, Inc. under EIN 20-5033694 and plan number 001. It reports 934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154359NAL0028980465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Open Sky Education, Inc.
- EIN
- 20-5033694
- Plan number
- 001
- Location
- Waukesha, WI
- Participants
- 934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,102,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,102,081
- Employer contributions
- $480,446
- Participant contributions
- $622,270
- Total income / additions
- $2,352,880
- Benefits paid
- $520,393
- Administrative expenses
- $34,841
- Total expenses
- $555,234
- Net increase / (decrease)
- $1,797,646
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $60,109 | not reported in the loaded dataset |
| Map Retirement Inc | THIRD PARTY ADMINISTRATO | $28,463 | not reported in the loaded dataset |
| Nfp Retirement | ADVISOR | $20,412 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $0 | $25 |