2023 Form 5500 filing — Helen Keller Services For The Blind 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 20250415140710NAL0001540211001) for Helen Keller Services For The Blind 403(B) Plan, reported by Helen Keller Services For The Blind under EIN 11-1630807 and plan number 003. It reports 399 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)$26.7MReported net assets$26,674,667
Participants399
Provider compensation$70.1K3 Schedule C row(s)$70,143
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415140710NAL0001540211001
Plan sponsor
Helen Keller Services For The Blind
EIN
11-1630807
Plan number
003
Location
Sands Point, NY
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)$26.7M total assets
Net assets$26.7MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$1M
Participant$1.1M
Full reported line items
Total assets (EOY)
$26,674,667
Total liabilities (EOY)
$0
Net assets (EOY)
$26,674,667
Employer contributions
$1,005,178
Participant contributions
$1,146,500
Total income / additions
$5,349,783
Benefits paid
$2,376,705
Administrative expenses
$7,276
Total expenses
$2,383,981
Net increase / (decrease)
$2,965,802
Schedule C

Reported service provider compensation

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

  1. 1
    OTHER SERVICES · Direct $0 · Indirect $49K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $13.8K
  3. 3
    CONTRACT ADMINISTRATOR · Direct $7.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415140710NAL0001540211001 cover?
It is the 2023 Form 5500 filing for Helen Keller Services For The Blind 403(B) Plan, reported by Helen Keller Services For The Blind (EIN 11-1630807).
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).

Related Form 5500 pages