2023 Form 5500 filing — Blair Academy Dc 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 20241001083808NAL0011204704001) for Blair Academy Dc Retirement Plan, reported by Blair Academy under EIN 22-1500475 and plan number 001. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001083808NAL0011204704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blair Academy
- EIN
- 22-1500475
- Plan number
- 001
- Location
- Blairstown, NJ
- Participants
- 427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,384,523
- Net assets (EOY)
- $71,384,523
- Employer contributions
- $1,042,288
- Participant contributions
- $1,198,925
- Total income / additions
- $12,624,078
- Benefits paid
- $3,356,102
- Administrative expenses
- $57,236
- Total expenses
- $3,413,338
- Net increase / (decrease)
- $9,210,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $43,036 | $0 |
| Onedigital Retirement And Wealth | not reported in the loaded dataset | $14,200 | not reported in the loaded dataset |
| Tait, Weller & Baker Llp | not reported in the loaded dataset | $7,350 | not reported in the loaded dataset |