2023 Form 5500 filing — The Haverford 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 20241002114627NAL0014884096001) for The Haverford School 403(B) Plan, reported by The Haverford School under EIN 23-1352646 and plan number 001. It reports 509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002114627NAL0014884096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Haverford School
- EIN
- 23-1352646
- Plan number
- 001
- Location
- Haverford, PA
- Participants
- 509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,290,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,290,955
- Employer contributions
- $1,438,689
- Participant contributions
- $1,584,672
- Total income / additions
- $15,821,414
- Benefits paid
- $5,094,116
- Administrative expenses
- $116,240
- Total expenses
- $5,216,897
- Net increase / (decrease)
- $10,604,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | CONTRACT ADMINISTRATOR | $65,530 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $28,523 | not reported in the loaded dataset |
| Resource Investment Advisors | INVESTMENT ADVISOR | $22,787 | not reported in the loaded dataset |