Baylor School Dc Plan — Form 5500 plan (Baylor School Dc Plan)
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, Baylor School Dc Plan is a benefit plan reported by Baylor School Dc Plan under EIN 62-0126365 and plan number 002. The latest loaded filing year is 2023. The filing reports 573 participants and $71,498,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baylor School Dc Plan
- EIN
- 62-0126365
- Plan number
- 002
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
- Participants
- 573
- End-of-year plan assets
- $71,498,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 573 | H, C | 20250625152654NAL0004660355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,498,175
- Net assets (EOY)
- $71,498,175
- Net assets (BOY)
- $64,336,623
Income & contributions
- Employer contributions
- $1,371,143
- Participant contributions
- $1,148,712
- Total contributions
- $2,656,031
- Total income / additions
- $11,198,891
Expenses & distributions
- Benefits paid
- $4,018,734
- Administrative expenses
- $18,605
- Total expenses
- $4,037,339
- Net increase / (decrease)
- $7,161,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lcg Associates | not reported in the loaded dataset | $40,000 | not reported in the loaded dataset | 2023 |
| Tiaa | not reported in the loaded dataset | $20,173 | $0 | 2023 |
| Elliott Davis, LLC | not reported in the loaded dataset | $17,500 | not reported in the loaded dataset | 2023 |