Clarke Schools Retirement Plan — Form 5500 plan (Clarke School For The Deaf)
Plain-English plan 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, Clarke Schools Retirement Plan is a benefit plan reported by Clarke School For The Deaf under EIN 04-2104008 and plan number 002. The latest loaded filing year is 2023. The filing reports 453 participants and $27,074,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clarke School For The Deaf
- EIN
- 04-2104008
- Plan number
- 002
- Plan type
- 2
- Location
- Northampton, MA
- Latest filing year
- 2023
- Participants
- 453
- End-of-year plan assets
- $27,074,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 453 | H, C | 20250912151630NAL0000887539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,074,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,074,289
- Net assets (BOY)
- $24,702,995
Income & contributions
- Employer contributions
- $246,653
- Participant contributions
- $454,927
- Total contributions
- $701,580
- Total income / additions
- $4,329,659
Expenses & distributions
- Benefits paid
- $1,951,193
- Administrative expenses
- $7,172
- Total expenses
- $1,958,365
- Net increase / (decrease)
- $2,371,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | N/A | $7,172 | $0 | 2023 |
| Charles Schwab Trust Bank | N/A | $0 | $0 | 2023 |