Plan5500

St. Paul'S Episcopal 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, St. Paul'S Episcopal School (EIN 23-7035434) is a plan sponsor located in Mobile, AL with 1 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
23-7035434
Location
Mobile, AL
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for St. Paul'S Episcopal School

  • 5 loaded plans hold $22.7M in reported assets.
  • The largest, St Paul'S Episcopal School Tax Deferred Annuity Plan (403(B)), holds 100% of this company's reported plan assets.
  • Plans cover 803 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.7MSummed across loaded plans$22,675,246
Total reported assets$22.7M$22,675,246
Total reported participants803
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$22.7M total assets
Net assets$22.7MLiabilities—
Contributions & income
Employer contributions$274.4K
Participant contributions$509.7K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%St Paul'S Episcopal School Tax Deferred Annuity Plan (403(B))
Participants per plan161Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    St Paul'S Episcopal School Tax Deferred Annuity Plan (403(B))$22.7M
    Plan #001 · 282 participants · 2023
  2. 2
    St. Pauls Episcopal School Ltd Plannot reported in the loaded dataset
    Plan #503 · 185 participants · 2023
  3. 3
    St. Pauls Episcopal School Medical Plannot reported in the loaded dataset
    Plan #504 · 140 participants · 2023
  4. 4
    St. Pauls Episcopal School Dental Plannot reported in the loaded dataset
    Plan #505 · 132 participants · 2023
  5. 5
    St. Pauls Episcopal School Life And Add Plannot reported in the loaded dataset
    Plan #502 · 64 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for St. Paul'S Episcopal School. Open one for its full reported snapshot.

  1. 2023
    St. Pauls Episcopal School Dental Plan132 participants · 2No schedules
    View filing →
  2. 2023
    St. Pauls Episcopal School Ltd Plan185 participants · 2No schedules
    View filing →
  3. 2023
    St. Pauls Episcopal School Life And Add Plan64 participants · 2No schedules
    View filing →
  4. 2023
    St. Pauls Episcopal School Medical Plan140 participants · 2No schedules
    View filing →
  5. 2023
    St Paul'S Episcopal School Tax Deferred Annuity Plan (403(B))282 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does St. Paul'S Episcopal School report on Form 5500?
St. Paul'S Episcopal School (EIN 23-7035434) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for St. Paul'S Episcopal School?
The Employer Identification Number (EIN) reported for St. Paul'S Episcopal School is 23-7035434.
What is the latest Form 5500 filing year for St. Paul'S Episcopal School?
The latest loaded Form 5500 filing year for St. Paul'S Episcopal School is 2023.

Related Form 5500 pages