2023 Form 5500 filing — Choate Rosemary Hall Foundation, Inc. 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 20241015172024NAL0029232945002) for Choate Rosemary Hall Foundation, Inc. Dc Retirement Plan, reported by Choate Rosemary Hall Foundation, Inc. under EIN 06-0910420 and plan number 001. It reports 994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172024NAL0029232945002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Choate Rosemary Hall Foundation, Inc.
- EIN
- 06-0910420
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $205,203,614
- Net assets (EOY)
- $205,203,614
- Employer contributions
- $3,608,491
- Participant contributions
- $1,403,574
- Total income / additions
- $34,676,466
- Benefits paid
- $10,626,769
- Administrative expenses
- $18,725
- Total expenses
- $10,645,494
- Net increase / (decrease)
- $24,030,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohnreznick Llp | NONE | $9,000 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | NONE | $8,500 | not reported in the loaded dataset |