2023 Form 5500 filing — Uncommon Schools, 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 20250415132837NAL0003368913001) for Uncommon Schools, Inc. 403(B) Plan, reported by Uncommon Schools, Inc. under EIN 31-1488698 and plan number 002. It reports 2,572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415132837NAL0003368913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uncommon Schools, Inc.
- EIN
- 31-1488698
- Plan number
- 002
- Location
- New York, NY
- Participants
- 2,572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,927,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,927,357
- Employer contributions
- $2,818,051
- Participant contributions
- $5,631,180
- Total income / additions
- $21,045,674
- Benefits paid
- $7,308,215
- Administrative expenses
- $204,445
- Total expenses
- $7,579,036
- Net increase / (decrease)
- $13,466,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $138,039 | $0 |
| Fiducient Advisor LLC | INVESTMENT ADVISOR | $56,521 | not reported in the loaded dataset |