Brooks School Dc Retirement Plan — Form 5500 plan (Brooks School)
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, Brooks School Dc Retirement Plan is a benefit plan reported by Brooks School under EIN 04-2130844 and plan number 001. The latest loaded filing year is 2023. The filing reports 513 participants and $61,069,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brooks School
- EIN
- 04-2130844
- Plan number
- 001
- Plan type
- 2
- Location
- North Andover, MA
- Latest filing year
- 2023
- Participants
- 513
- End-of-year plan assets
- $61,069,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 513 | H, C | 20250116100844NAL0038271232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,069,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,069,225
- Net assets (BOY)
- $55,048,609
Income & contributions
- Employer contributions
- $1,300,763
- Participant contributions
- $1,104,706
- Total contributions
- $3,065,310
- Total income / additions
- $10,396,319
Expenses & distributions
- Benefits paid
- $4,273,201
- Administrative expenses
- $102,502
- Total expenses
- $4,375,703
- Net increase / (decrease)
- $6,020,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $62,502 | $0 | 2023 |
| Fiducient Advisors, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $15,000 | not reported in the loaded dataset | 2023 |