Brilla College Prep 403(B) Retirement Plan — Form 5500 plan (Brilla College Preparatory Charter Schools)
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, Brilla College Prep 403(B) Retirement Plan is a benefit plan reported by Brilla College Preparatory Charter Schools under EIN 81-3081969 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $6,227,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brilla College Preparatory Charter Schools
- EIN
- 81-3081969
- Plan number
- 001
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $6,227,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20240909081724NAL0009963106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,227,348
- Total liabilities (EOY)
- $14,150
- Net assets (EOY)
- $6,213,198
- Net assets (BOY)
- $3,953,820
Income & contributions
- Employer contributions
- $623,657
- Participant contributions
- $1,241,197
- Total contributions
- $1,927,129
- Total income / additions
- $2,827,991
Expenses & distributions
- Benefits paid
- $529,361
- Administrative expenses
- $34,240
- Total expenses
- $568,613
- Net increase / (decrease)
- $2,259,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins. & Annuity Co. | RECORDKEEPER | $29,165 | $0 | 2023 |
| Merit Financial Group, LLC | SERVICE PROVIDER | $0 | $15,145 | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $5,075 | $2,283 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brilla College Preparatory Charter Schools
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Voya Retirement Ins. & Annuity Co. — Schedule C compensation
- Merit Financial Group, LLC — Schedule C compensation
- The Benefit Practice — Schedule C compensation