2023 Form 5500 filing — Hillel Day School Of Metropolitan Detroit Tax Shelter Annuity 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 20250415075318NAL0005866258001) for Hillel Day School Of Metropolitan Detroit Tax Shelter Annuity Plan, reported by Hillel Day School Of Metropolitan Detroit under EIN 38-1586703 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415075318NAL0005866258001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hillel Day School Of Metropolitan Detroit
- EIN
- 38-1586703
- Plan number
- 001
- Location
- Farmington Hills, MI
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,290,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,290,681
- Employer contributions
- $410,605
- Participant contributions
- $892,971
- Total income / additions
- $3,592,909
- Benefits paid
- $718,558
- Administrative expenses
- $28,343
- Total expenses
- $757,562
- Net increase / (decrease)
- $2,835,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates | INVESTMENT ADVISORY | $0 | $52,248 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,567 | $0 |
| The Benefit Advantage, Inc. | CONTRACT ADMINISTRATOR | $1,500 | $5,443 |