The Bush School 403(B) Retirement Plan — Form 5500 plan (The Bush 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, The Bush School 403(B) Retirement Plan is a benefit plan reported by The Bush School under EIN 91-0161095 and plan number 003. The latest loaded filing year is 2023. The filing reports 474 participants and $45,799,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bush School
- EIN
- 91-0161095
- Plan number
- 003
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 474
- End-of-year plan assets
- $45,799,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 474 | H, C | 20250318000744NAL0002667041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,799,301
- Net assets (EOY)
- $45,799,301
- Net assets (BOY)
- $45,300,216
Income & contributions
- Employer contributions
- $858,498
- Participant contributions
- $1,153,870
- Total contributions
- $2,028,648
- Total income / additions
- $7,733,409
Expenses & distributions
- Benefits paid
- $7,165,598
- Administrative expenses
- $68,726
- Total expenses
- $7,234,324
- Net increase / (decrease)
- $499,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors | INVESTMENT ADVISOR | $56,772 | $0 | 2023 |
| Charles Schwab Trust Bank | TRUSTEE CUSTODIAL SERVICE | $3,762 | $2,332 | 2023 |
| Usi Consulting Group | SERVICE PROVIDER | $2,798 | $0 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Bush School
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Usi Advisors — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation