2023 Form 5500 filing — The Benjamin School Defined Contribution 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 20250311090927NAL0029237360001) for The Benjamin School Defined Contribution Plan, reported by The Benjamin School under EIN 59-1536502 and plan number 001. It reports 572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311090927NAL0029237360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Benjamin School
- EIN
- 59-1536502
- Plan number
- 001
- Location
- North Palm Beach, FL
- Participants
- 572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,889,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,889,670
- Employer contributions
- $920,571
- Participant contributions
- $1,078,503
- Total income / additions
- $8,369,011
- Benefits paid
- $1,609,292
- Administrative expenses
- $47,671
- Total expenses
- $1,656,963
- Net increase / (decrease)
- $6,712,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insur & Annuity Assoc | RECORDKEEPER | $27,033 | $0 |
| Onedigital Investment Advisors, Inc | INVESTMENT ADVISOR/TPA | $20,938 | not reported in the loaded dataset |