Brentwood Academy Retirement Plan — Form 5500 plan (Brentwood 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, Brentwood Academy Retirement Plan is a benefit plan reported by Brentwood Academy under EIN 62-0811952 and plan number 002. The latest loaded filing year is 2023. The filing reports 263 participants and $7,643,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brentwood Academy
- EIN
- 62-0811952
- Plan number
- 002
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $7,643,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20250415162358NAL0001559267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,643,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,643,314
- Net assets (BOY)
- $7,322,076
Income & contributions
- Employer contributions
- $453,004
- Total contributions
- $479,010
- Total income / additions
- $1,214,980
Expenses & distributions
- Benefits paid
- $837,191
- Administrative expenses
- $56,551
- Total expenses
- $893,742
- Net increase / (decrease)
- $321,238
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $280 | $26,541 | 2023 |
| Access Retirement Services, LLC | NONE | $24,794 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $0 | $0 | 2023 |