2023 Form 5500 filing — Trinity Episcopal School Corporation Tax Deferred Annuity 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 20241008161241NAL0017018161001) for Trinity Episcopal School Corporation Tax Deferred Annuity Plan, reported by Trinity Episcopal School Corporation under EIN 13-5563003 and plan number 002. It reports 527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161241NAL0017018161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity Episcopal School Corporation
- EIN
- 13-5563003
- Plan number
- 002
- Location
- New York, NY
- Participants
- 527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,975,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,975,766
- Employer contributions
- $0
- Participant contributions
- $2,805,403
- Total income / additions
- $10,557,325
- Benefits paid
- $1,654,712
- Administrative expenses
- $64,711
- Total expenses
- $1,719,423
- Net increase / (decrease)
- $8,837,902
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $30,331 | $0 |
| Eisner Advisory Group, LLC | AUDITOR | $15,015 | not reported in the loaded dataset |
| Eisner Amper, Llp | AUDITOR | $15,015 | not reported in the loaded dataset |