The Rivers School Defined Contribution Retirement Plan — Form 5500 plan (The Rivers School Corporation)
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, The Rivers School Defined Contribution Retirement Plan is a benefit plan reported by The Rivers School Corporation under EIN 04-2104457 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $58,587,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Rivers School Corporation
- EIN
- 04-2104457
- Plan number
- 001
- Plan type
- 2
- Location
- Weston, MA
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $58,587,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241007083622NAL0027069232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,587,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,587,877
- Net assets (BOY)
- $52,296,684
Income & contributions
- Employer contributions
- $1,224,567
- Participant contributions
- $1,345,470
- Total contributions
- $2,572,011
- Total income / additions
- $10,289,964
Expenses & distributions
- Benefits paid
- $3,969,701
- Administrative expenses
- $29,070
- Total expenses
- $3,998,771
- Net increase / (decrease)
- $6,291,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $27,662 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $1,608 | not reported in the loaded dataset | 2023 |