The Ross School Tax Deferred Annuity Plan — Form 5500 plan (The Ross School)
Plain-English plan 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, The Ross School Tax Deferred Annuity Plan is a benefit plan reported by The Ross School under EIN 01-0880911 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $6,512,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ross School
- EIN
- 01-0880911
- Plan number
- 002
- Plan type
- 2
- Location
- East Hampton, NY
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $6,512,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241015152539NAL0048655488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,512,020
- Net assets (EOY)
- $6,512,020
- Net assets (BOY)
- $5,910,850
Income & contributions
- Participant contributions
- $223,009
- Total contributions
- $235,301
- Total income / additions
- $1,120,388
Expenses & distributions
- Benefits paid
- $519,135
- Administrative expenses
- $83
- Total expenses
- $519,218
- Net increase / (decrease)
- $601,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | INSURANCE CARRIER | $154 | $0 | 2023 |