Trinity Episcopal School Corporation Defined Contribution Retirement 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 Contribution Retirement Plan is a benefit plan reported by Trinity Episcopal School Corporation under EIN 13-5563003 and plan number 004. The latest loaded filing year is 2023. The filing reports 654 participants and $83,833,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinity Episcopal School Corporation
- EIN
- 13-5563003
- Plan number
- 004
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 654
- End-of-year plan assets
- $83,833,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 654 | H, C | 20250409153747NAL0020042833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,833,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,833,238
- Net assets (BOY)
- $73,393,236
Income & contributions
- Employer contributions
- $2,958,928
- Participant contributions
- $0
- Total contributions
- $3,299,782
- Total income / additions
- $13,611,226
Expenses & distributions
- Benefits paid
- $3,116,934
- Administrative expenses
- $54,290
- Total expenses
- $3,171,224
- Net increase / (decrease)
- $10,440,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa Teachers Insurance And Annuity | OTHER | $24,649 | $0 | 2023 |
| Eisner Amper Llp | AUDITOR | $20,790 | not reported in the loaded dataset | 2023 |
| Massa & Associates, Inc | ACTUARY | $5,326 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trinity Episcopal School Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Tiaa Teachers Insurance And Annuity — Schedule C compensation
- Eisner Amper Llp — Schedule C compensation
- Massa & Associates, Inc — Schedule C compensation