2023 Form 5500 filing — The Bishop'S School 403(B) 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 20240919184217NAL0011166864001) for The Bishop'S School 403(B) Plan, reported by The Bishop'S School under EIN 95-1642362 and plan number 001. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919184217NAL0011166864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bishop'S School
- EIN
- 95-1642362
- Plan number
- 001
- Location
- La Jolla, CA
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,714,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,714,903
- Employer contributions
- $1,592,332
- Participant contributions
- $1,958,476
- Total income / additions
- $13,326,116
- Benefits paid
- $4,977,079
- Administrative expenses
- $64,558
- Total expenses
- $5,041,637
- Net increase / (decrease)
- $8,284,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Domestic Holdings, I | ADVISOR | $44,302 | not reported in the loaded dataset |
| West Rhode & Roberts | AUDITOR | $12,500 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $3,941 | $0 |
| Wells Fargo Advisors | ADVISOR | $3,750 | not reported in the loaded dataset |
| Fidelity Inv. Inst. Op. Co., Inc. | RECORDKEEPER | $290 | $0 |