Greenhill School 403(B) Plan — Form 5500 plan (Greenhill School)
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, Greenhill School 403(B) Plan is a benefit plan reported by Greenhill School under EIN 75-1022742 and plan number 004. The latest loaded filing year is 2023. The filing reports 631 participants and $59,054,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greenhill School
- EIN
- 75-1022742
- Plan number
- 004
- Plan type
- 2
- Location
- Addison, TX
- Latest filing year
- 2023
- Participants
- 631
- End-of-year plan assets
- $59,054,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 631 | H, C | 20240528162731NAL0022281074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,054,554
- Net assets (EOY)
- $59,054,554
- Net assets (BOY)
- $51,839,168
Income & contributions
- Employer contributions
- $1,182,689
- Participant contributions
- $1,923,206
- Total contributions
- $3,302,975
- Total income / additions
- $11,622,714
Expenses & distributions
- Benefits paid
- $4,307,323
- Administrative expenses
- $100,005
- Total expenses
- $4,407,328
- Net increase / (decrease)
- $7,215,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Armanino Llp | AUDITOR | $51,100 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $48,905 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |