2023 Form 5500 filing — Perkins School For The Blind 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 20250425091207NAL0008707185001) for Perkins School For The Blind Retirement Plan, reported by Perkins School For The Blind under EIN 04-2103616 and plan number 003. It reports 1,066 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250425091207NAL0008707185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perkins School For The Blind
- EIN
- 04-2103616
- Plan number
- 003
- Location
- Watertown, MA
- Participants
- 1,066
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,986,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,986,579
- Employer contributions
- $3,578,903
- Participant contributions
- $0
- Total income / additions
- $16,808,449
- Benefits paid
- $4,740,057
- Administrative expenses
- $108,513
- Total expenses
- $4,848,570
- Net increase / (decrease)
- $11,959,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $76,000 | not reported in the loaded dataset |
| Ropes & Gray | ATTORNEY/LEGAL | $32,288 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $225 | $0 |