Open Sky Education 403(B) Plan — Form 5500 plan (Open Sky Education, 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, Open Sky Education 403(B) Plan is a benefit plan reported by Open Sky Education, Inc. under EIN 20-5033694 and plan number 001. The latest loaded filing year is 2023. The filing reports 934 participants and $8,102,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Open Sky Education, Inc.
- EIN
- 20-5033694
- Plan number
- 001
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 934
- End-of-year plan assets
- $8,102,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 934 | H, C | 20241015154359NAL0028980465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,102,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,102,081
- Net assets (BOY)
- $6,304,435
Income & contributions
- Employer contributions
- $480,446
- Participant contributions
- $622,270
- Total contributions
- $1,110,338
- Total income / additions
- $2,352,880
Expenses & distributions
- Benefits paid
- $520,393
- Administrative expenses
- $34,841
- Total expenses
- $555,234
- Net increase / (decrease)
- $1,797,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $60,109 | not reported in the loaded dataset | 2023 |
| Map Retirement Inc | THIRD PARTY ADMINISTRATO | $28,463 | not reported in the loaded dataset | 2023 |
| Nfp Retirement | ADVISOR | $20,412 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | $0 | $25 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Open Sky Education, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- The Vanguard Group — Schedule C compensation
- Map Retirement Inc — Schedule C compensation
- Nfp Retirement — Schedule C compensation
- Ascensus LLC — Schedule C compensation