2023 Form 5500 filing — The Bush School 403(B) Retirement 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 20250318000744NAL0002667041001) for The Bush School 403(B) Retirement Plan, reported by The Bush School under EIN 91-0161095 and plan number 003. It reports 474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250318000744NAL0002667041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bush School
- EIN
- 91-0161095
- Plan number
- 003
- Location
- Seattle, WA
- Participants
- 474
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,799,301
- Net assets (EOY)
- $45,799,301
- Employer contributions
- $858,498
- Participant contributions
- $1,153,870
- Total income / additions
- $7,733,409
- Benefits paid
- $7,165,598
- Administrative expenses
- $68,726
- Total expenses
- $7,234,324
- Net increase / (decrease)
- $499,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors | INVESTMENT ADVISOR | $56,772 | $0 |
| Charles Schwab Trust Bank | TRUSTEE CUSTODIAL SERVICE | $3,762 | $2,332 |
| Usi Consulting Group | SERVICE PROVIDER | $2,798 | $0 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |