How many benefit plans does The Hotchkiss School report on Form 5500?

The Hotchkiss School (EIN 06-0647018) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Hotchkiss School?

The Employer Identification Number (EIN) reported for The Hotchkiss School is 06-0647018.

What is the latest Form 5500 filing year for The Hotchkiss School?

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

The Hotchkiss 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, The Hotchkiss School (EIN 06-0647018) is a plan sponsor located in Lakeville, CT with 3 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: 06-0647018
Location: Lakeville, CT
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $167,347,946
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $167,347,946

Contributions & income

Employer contributions: $2,910,382
Participant contributions: $3,532,454
Total income / additions: $26,414,229

Expenses & distributions

Benefits paid / distributions: $9,098,506
Total expenses: $9,273,201
Net increase / (decrease): $17,141,028

Coverage

Total reported participants: 1,324
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

The Hotchkiss School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Hotchkiss School 403(B) Retirement Plan	005	880	$167,347,946	2023
The Hotchkiss School Health And Welfare Plan	505	302	not reported in the loaded dataset	2023
The Hotchkiss School Prmb	509	142	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Hotchkiss School
Year	Plan	Participants	Schedules	Filing
2023	The Hotchkiss School Prmb	142	—	20240710173834NAL0017372225001
2023	The Hotchkiss School Health And Welfare Plan	302	—	20240710174139NAL0017377873001
2023	The Hotchkiss School 403(B) Retirement Plan	880	H, C	20241004092454NAL0011242337001