2023 Form 5500 filing — Baylor School Dc 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 20250625152654NAL0004660355001) for Baylor School Dc Plan, reported by Baylor School Dc Plan under EIN 62-0126365 and plan number 002. It reports 573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250625152654NAL0004660355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baylor School Dc Plan
- EIN
- 62-0126365
- Plan number
- 002
- Location
- Chattanooga, TN
- Participants
- 573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,498,175
- Net assets (EOY)
- $71,498,175
- Employer contributions
- $1,371,143
- Participant contributions
- $1,148,712
- Total income / additions
- $11,198,891
- Benefits paid
- $4,018,734
- Administrative expenses
- $18,605
- Total expenses
- $4,037,339
- Net increase / (decrease)
- $7,161,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lcg Associates | not reported in the loaded dataset | $40,000 | not reported in the loaded dataset |
| Tiaa | not reported in the loaded dataset | $20,173 | $0 |
| Elliott Davis, LLC | not reported in the loaded dataset | $17,500 | not reported in the loaded dataset |