The Episcopal Academy 403(B) Defined Contribution Retirement Plan — Form 5500 plan (The Episcopal Academy)
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, The Episcopal Academy 403(B) Defined Contribution Retirement Plan is a benefit plan reported by The Episcopal Academy under EIN 23-1370500 and plan number 002. The latest loaded filing year is 2023. The filing reports 618 participants and $51,389,706 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Episcopal Academy
- EIN
- 23-1370500
- Plan number
- 002
- Plan type
- 2
- Location
- Newtown Square, PA
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $51,389,706
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241015205522NAL0015397475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,389,706
- Net assets (EOY)
- $51,389,706
- Net assets (BOY)
- $43,545,614
Income & contributions
- Participant contributions
- $2,409,309
- Total contributions
- $2,565,712
- Total income / additions
- $10,078,564
Expenses & distributions
- Benefits paid
- $2,212,210
- Administrative expenses
- $22,262
- Total expenses
- $2,234,472
- Net increase / (decrease)
- $7,844,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Cref | NONE | $21,440 | $0 | 2023 |