2023 Form 5500 filing — Riverdale Country School 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 20241015134531NAL0029834657001) for Riverdale Country School Tax-Deferred Annuity Plan, reported by Riverdale Country School, Inc. under EIN 13-1740483 and plan number 002. It reports 647 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134531NAL0029834657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riverdale Country School, Inc.
- EIN
- 13-1740483
- Plan number
- 002
- Location
- Bronx, NY
- Participants
- 647
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,881,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,881,224
- Employer contributions
- $0
- Participant contributions
- $3,542,776
- Total income / additions
- $11,758,036
- Benefits paid
- $2,664,894
- Administrative expenses
- $86,620
- Total expenses
- $2,751,514
- Net increase / (decrease)
- $9,006,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $46,728 | $0 |
| Onedigital Investment Advisors | not reported in the loaded dataset | $17,779 | not reported in the loaded dataset |
| Resources Investment Advisors, Inc. | not reported in the loaded dataset | $17,312 | not reported in the loaded dataset |
| Forvis, Llp | not reported in the loaded dataset | $6,300 | not reported in the loaded dataset |