2023 Form 5500 filing — The Saint Ann'S School Tax Deferred Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240530100118NAL0026597810001) for The Saint Ann'S School Tax Deferred Annuity Plan, reported by Saint Anns School under EIN 11-2606681 and plan number 001. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240530100118NAL0026597810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Anns School
- EIN
- 11-2606681
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,765,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,765,180
- Employer contributions
- $1,267,713
- Participant contributions
- $2,186,602
- Total income / additions
- $15,782,534
- Benefits paid
- $3,838,898
- Administrative expenses
- $134,216
- Total expenses
- $3,975,356
- Net increase / (decrease)
- $11,807,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $106,351 | $0 |
| O'Connor Davies, Llp | AUDITOR | $18,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | PENSION CONSULTING | $5,990 | not reported in the loaded dataset |
| Well And Good LLC | AUDITOR | $3,875 | not reported in the loaded dataset |