2023 Form 5500 filing — Robinson School , Inc. Retirement 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 20240826091523NAL0009379953001) for Robinson School , Inc. Retirement Plan, reported by Robinson School, Inc. under EIN 66-0367053 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826091523NAL0009379953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robinson School, Inc.
- EIN
- 66-0367053
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,800,707
- Total liabilities (EOY)
- $1,005
- Net assets (EOY)
- $5,799,702
- Employer contributions
- $136,212
- Participant contributions
- $155,765
- Total income / additions
- $1,288,937
- Benefits paid
- $131,674
- Administrative expenses
- $10,052
- Total expenses
- $141,726
- Net increase / (decrease)
- $1,147,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cosultiva International, Inc | INVESTMENT ADVISOR | $20,130 | $0 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $5,032 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,127 | $0 |
| Empower Annuity Ins Company | RECORDKEEPER | $0 | $0 |