Dana Hall School Retirement Plan For Employees — Form 5500 plan (Dana Hall 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, Dana Hall School Retirement Plan For Employees is a benefit plan reported by Dana Hall School under EIN 04-2103562 and plan number 003. The latest loaded filing year is 2023. The filing reports 578 participants and $57,405,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dana Hall School
- EIN
- 04-2103562
- Plan number
- 003
- Plan type
- 2
- Location
- Wellesley, MA
- Latest filing year
- 2023
- Participants
- 578
- End-of-year plan assets
- $57,405,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 578 | H, C | 20240830075421NAL0008233235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,405,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,405,648
- Net assets (BOY)
- $50,309,258
Income & contributions
- Employer contributions
- $800,818
- Participant contributions
- $1,070,372
- Total contributions
- $1,936,568
- Total income / additions
- $9,689,926
Expenses & distributions
- Benefits paid
- $2,591,484
- Administrative expenses
- $2,052
- Total expenses
- $2,593,536
- Net increase / (decrease)
- $7,096,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $1,980 | $0 | 2023 |
| Fidelity Inv. Inst. Opr. Co. Inc. | NONE | $72 | $0 | 2023 |