2023 Form 5500 filing — The Baldwin School Defined Contribution 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 20240930093215NAL0005526593001) for The Baldwin School Defined Contribution Plan, reported by The Baldwin School under EIN 23-1352619 and plan number 001. It reports 471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930093215NAL0005526593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Baldwin School
- EIN
- 23-1352619
- Plan number
- 001
- Location
- Bryn Mawr, PA
- Participants
- 471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,865,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,865,682
- Employer contributions
- $452,423
- Participant contributions
- $850,800
- Total income / additions
- $6,534,811
- Benefits paid
- $5,155,916
- Administrative expenses
- $67,236
- Total expenses
- $5,223,152
- Net increase / (decrease)
- $1,311,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $29,869 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $22,239 | not reported in the loaded dataset |
| Tait Weller & Baker | AUDITOR | $9,750 | not reported in the loaded dataset |
| Onedigital Retirement And Wealth | INVESTMENT ADVISORY | $5,378 | not reported in the loaded dataset |