Tiegerman School 403(B) Retirement Plan — Form 5500 plan (Tiegerman 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, Tiegerman School 403(B) Retirement Plan is a benefit plan reported by Tiegerman School under EIN 11-2739039 and plan number 001. The latest loaded filing year is 2023. The filing reports 715 participants and $43,536,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tiegerman School
- EIN
- 11-2739039
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Cove, NY
- Latest filing year
- 2023
- Participants
- 715
- End-of-year plan assets
- $43,536,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 715 | H, C | 20250414074038NAL0001569297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,536,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,536,435
- Net assets (BOY)
- $37,810,831
Income & contributions
- Employer contributions
- $968,694
- Participant contributions
- $1,693,396
- Total contributions
- $2,820,106
- Total income / additions
- $8,927,399
Expenses & distributions
- Benefits paid
- $3,084,751
- Administrative expenses
- $105,735
- Total expenses
- $3,201,795
- Net increase / (decrease)
- $5,725,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $105,735 | $0 | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $57,726 | 2023 |
| Loren D Stark Company | THIRD PARTY ADMIN | $0 | $17,891 | 2023 |