2023 Form 5500 filing — Collegiate Academies 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 20250203151141NAL0003262835001) for Collegiate Academies 403(B) Plan, reported by Collegiate Academies under EIN 80-0601507 and plan number 001. It reports 804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203151141NAL0003262835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Collegiate Academies
- EIN
- 80-0601507
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 804
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,961,148
- Total liabilities (EOY)
- $2,707
- Net assets (EOY)
- $10,958,441
- Employer contributions
- $852,197
- Participant contributions
- $1,260,642
- Total income / additions
- $3,638,804
- Benefits paid
- $1,055,272
- Administrative expenses
- $108,496
- Total expenses
- $1,163,768
- Net increase / (decrease)
- $2,475,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $148,921 | $0 |
| Freegulliver, LLC | INVESTMENT ADVISORY | $74,637 | not reported in the loaded dataset |
| The Haslauer Group, Inc | TPA | $19,391 | not reported in the loaded dataset |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $0 | $1,453 |