Trustees Of Westminster School, Inc. — 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, Trustees Of Westminster School, Inc. (EIN 06-0646960) is a plan sponsor located in Simsbury, CT 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
06-0646960
Location
Simsbury, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$64,045,959
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$64,045,959

Contributions & income

Employer contributions
$1,144,325
Participant contributions
$890,137
Total income / additions
$10,998,817

Expenses & distributions

Benefits paid / distributions
$3,984,866
Total expenses
$3,993,147
Net increase / (decrease)
$7,005,670

Coverage

Total reported participants
482
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

Trustees Of Westminster School, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Westminster School Defined Contribution Plan001361$64,045,9592023
Trustees Of Westminster School, Inc.-Health And Welfare Benefits Program505121not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trustees Of Westminster School, Inc.
YearPlanParticipantsSchedulesFiling
2023Westminster School Defined Contribution Plan361H, C20241011141218NAL0043938274001
2023Trustees Of Westminster School, Inc.-Health And Welfare Benefits Program12120250321073902NAL0011960032001

Related Form 5500 pages