2023 Form 5500 filing — The Blake 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 20250314133323NAL0035401696001) for The Blake School Defined Contribution Plan, reported by The Blake School under EIN 23-7243247 and plan number 003. It reports 810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314133323NAL0035401696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Blake School
- EIN
- 23-7243247
- Plan number
- 003
- Location
- Hopkins, MN
- Participants
- 810
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,900,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,900,295
- Employer contributions
- $2,676,464
- Participant contributions
- $1,260,200
- Total income / additions
- $21,449,451
- Benefits paid
- $11,745,863
- Administrative expenses
- $116,211
- Total expenses
- $12,048,339
- Net increase / (decrease)
- $9,401,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $61,499 | $0 |
| Planpilot, LLC | NONE | $43,712 | not reported in the loaded dataset |
| Olsen Thielen & Co., Ltd. | NONE | $11,000 | not reported in the loaded dataset |