2023 Form 5500 filing — Tiegerman School Employees 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 20250414080734NAL0002785104001) for Tiegerman School Employees Retirement Plan, reported by Tiegerman School under EIN 11-2739039 and plan number 003. It reports 486 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414080734NAL0002785104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tiegerman School
- EIN
- 11-2739039
- Plan number
- 003
- Location
- Glen Cove, NY
- Participants
- 486
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,764,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,764,759
- Employer contributions
- $2,250,000
- Total income / additions
- $7,666,873
- Benefits paid
- $1,954,420
- Administrative expenses
- $94,194
- Total expenses
- $2,048,614
- Net increase / (decrease)
- $5,618,259
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $94,193 | $0 |
| Commonwealth Financial Network | INVESTMENT ADVISOR | $0 | $52,190 |
| Loren S. Stark Company Inc | THIRD PARTY ADMINISTRATO | $0 | $16,717 |