The Saint Ann'S School Tax Deferred Annuity Plan — Form 5500 plan (Saint Anns 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, The Saint Ann'S School Tax Deferred Annuity Plan is a benefit plan reported by Saint Anns School under EIN 11-2606681 and plan number 001. The latest loaded filing year is 2023. The filing reports 570 participants and $84,765,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Anns School
- EIN
- 11-2606681
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $84,765,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20240530100118NAL0026597810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,765,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,765,180
- Net assets (BOY)
- $72,958,002
Income & contributions
- Employer contributions
- $1,267,713
- Participant contributions
- $2,186,602
- Total contributions
- $3,479,238
- Total income / additions
- $15,782,534
Expenses & distributions
- Benefits paid
- $3,838,898
- Administrative expenses
- $134,216
- Total expenses
- $3,975,356
- Net increase / (decrease)
- $11,807,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $106,351 | $0 | 2023 |
| O'Connor Davies, Llp | AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | PENSION CONSULTING | $5,990 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | AUDITOR | $3,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saint Anns School
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Tiaa — Schedule C compensation
- O'Connor Davies, Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation
- Well And Good LLC — Schedule C compensation