Trinity Episcopal School Corporation Defined Benefit Pension Plan — Form 5500 plan (Trinity Episcopal 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, Trinity Episcopal School Corporation Defined Benefit Pension Plan is a benefit plan reported by Trinity Episcopal School Corporation under EIN 13-5563003 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $5,216,220 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,216,220
Participants171Covered participants reported
Assets / participant$30.5KComputed: assets ÷ participants$30,504 (computed)
Provider compensationNone reported
Plan sponsor
Trinity Episcopal School Corporation
EIN
13-5563003
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H20250612141838NAL0017019441001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$264.1K
Total expenses$533.7K
Benefits paid / distributions$533.7K
Contributions
Employer$33.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$5,216,220
Total liabilities (EOY)
$0
Net assets (EOY)
$5,216,220
Net assets (BOY)
$5,485,763

Income & contributions

Employer contributions
$33,237
Total contributions
$33,237
Total income / additions
$264,129

Expenses & distributions

Benefits paid
$533,672
Administrative expenses
$0
Total expenses
$533,672
Net increase / (decrease)
-$269,543
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income202%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages