How many benefit plans does Dana Hall School report on Form 5500?

Dana Hall School (EIN 04-2103562) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Dana Hall School?

The Employer Identification Number (EIN) reported for Dana Hall School is 04-2103562.

What is the latest Form 5500 filing year for Dana Hall School?

The latest loaded Form 5500 filing year for Dana Hall School is 2023.

Dana Hall School — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Dana Hall School (EIN 04-2103562) is a plan sponsor located in Wellesley, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-2103562
Location: Wellesley, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $57,405,648
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $57,405,648

Contributions & income

Employer contributions: $800,818
Participant contributions: $1,070,372
Total income / additions: $9,689,926

Expenses & distributions

Benefits paid / distributions: $2,591,484
Total expenses: $2,593,536
Net increase / (decrease): $7,096,390

Coverage

Total reported participants: 720
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Dana Hall School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Dana Hall School Retirement Plan For Employees	003	578	$57,405,648	2023
Dana Hall School Health & Welfare Benefit Plan	501	142	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Dana Hall School
Year	Plan	Participants	Schedules	Filing
2023	Dana Hall School Retirement Plan For Employees	578	H, C	20240830075421NAL0008233235001
2023	Dana Hall School Health & Welfare Benefit Plan	142	—	20240910184432NAL0003186627001