Perkins School For The Blind Retirement Plan — Form 5500 plan (Perkins School For The Blind)

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, Perkins School For The Blind Retirement Plan is a benefit plan reported by Perkins School For The Blind under EIN 04-2103616 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,066 participants and $79,986,579 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Perkins School For The Blind
EIN
04-2103616
Plan number
003
Plan type
2
Location
Watertown, MA
Latest filing year
2023
Participants
1,066
End-of-year plan assets
$79,986,579

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,066H, C20250425091207NAL0008707185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$79,986,579
Total liabilities (EOY)
$0
Net assets (EOY)
$79,986,579
Net assets (BOY)
$68,026,700

Income & contributions

Employer contributions
$3,578,903
Participant contributions
$0
Total contributions
$3,578,903
Total income / additions
$16,808,449

Expenses & distributions

Benefits paid
$4,740,057
Administrative expenses
$108,513
Total expenses
$4,848,570
Net increase / (decrease)
$11,959,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services, LLCINVESTMENT ADVISOR$76,000not reported in the loaded dataset2023
Ropes & GrayATTORNEY/LEGAL$32,288not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$225$02023

Related Form 5500 pages