2023 Form 5500 filing — Eagle Hill Foundation Inc. 403(B) 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 20250415122254NAL0001420515001) for Eagle Hill Foundation Inc. 403(B) Plan, reported by Eagle Hill School under EIN 06-1072231 and plan number 003. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$29.7MReported net assets$29,663,196

Participants188

Provider compensation$37.3K2 Schedule C row(s)$37,268

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250415122254NAL0001420515001
Plan sponsor: Eagle Hill School
EIN: 06-1072231
Plan number: 003
Location: Greenwich, CT
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$29.7M total assets

Net assets$29.7MLiabilities$0

Money in vs. money out

Total income / additions$6M

Total expenses$1.4M

Benefits paid / distributions$1.3M

Contributions

Employer$627.2K

Participant$1.2M

Full reported line items

Total assets (EOY): $29,663,196
Total liabilities (EOY): $0
Net assets (EOY): $29,663,196
Employer contributions: $627,190
Participant contributions: $1,242,415
Total income / additions: $6,022,712
Benefits paid: $1,324,266
Administrative expenses: $37,268
Total expenses: $1,361,534
Net increase / (decrease): $4,661,178

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$37.3K
CONTRACT ADMINISTRATOR · Direct $37.3K · Indirect $0
2
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415122254NAL0001420515001 cover?: It is the 2023 Form 5500 filing for Eagle Hill Foundation Inc. 403(B) Plan, reported by Eagle Hill School (EIN 06-1072231).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).