Riverdale Country School Tax-Deferred Annuity Plan — Form 5500 plan (Riverdale Country School, Inc.)
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, Riverdale Country School Tax-Deferred Annuity Plan is a benefit plan reported by Riverdale Country School, Inc. under EIN 13-1740483 and plan number 002. The latest loaded filing year is 2023. The filing reports 647 participants and $56,881,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riverdale Country School, Inc.
- EIN
- 13-1740483
- Plan number
- 002
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 647
- End-of-year plan assets
- $56,881,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 647 | H, C | 20241015134531NAL0029834657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,881,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,881,224
- Net assets (BOY)
- $47,874,702
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $3,542,776
- Total contributions
- $4,271,652
- Total income / additions
- $11,758,036
Expenses & distributions
- Benefits paid
- $2,664,894
- Administrative expenses
- $86,620
- Total expenses
- $2,751,514
- Net increase / (decrease)
- $9,006,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $46,728 | $0 | 2023 |
| Onedigital Investment Advisors | not reported in the loaded dataset | $17,779 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, Inc. | not reported in the loaded dataset | $17,312 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | not reported in the loaded dataset | $6,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riverdale Country School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Tiaa — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Resources Investment Advisors, Inc. — Schedule C compensation
- Forvis, Llp — Schedule C compensation