Plan5500

School Specialty 401(K) Plan — Form 5500 plan (School Specialty, LLC)

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, School Specialty 401(K) Plan is a benefit plan reported by School Specialty, LLC under EIN 85-2162684 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,829 participants and $86,656,519 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
School Specialty, LLC
EIN
85-2162684
Plan number
001
Plan type
2
Location
Greenville, WI
Latest filing year
2023
Participants
1,829
End-of-year plan assets
$86,656,519

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,829H, C20240926121647NAL0000414947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,656,519
Total liabilities (EOY)
$0
Net assets (EOY)
$86,656,519
Net assets (BOY)
$69,851,753

Income & contributions

Employer contributions
$2,314,864
Participant contributions
$6,815,368
Total contributions
$10,926,000
Total income / additions
$22,981,879

Expenses & distributions

Benefits paid
$7,921,638
Administrative expenses
$223,655
Total expenses
$8,145,293
Net increase / (decrease)
$14,836,586

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$149,166$1,3442023
Creative Planning, Inc.INVESTMENT ADVISORY$74,488$6612023
Baker Tilly Virchow Krause, LlpACCOUNTANT$0$17,3162023

Related Form 5500 pages