Brimmer And May School Retirement Plan — Form 5500 plan (Brimmer And May 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, Brimmer And May School Retirement Plan is a benefit plan reported by Brimmer And May School under EIN 04-2103935 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $21,902,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brimmer And May School
- EIN
- 04-2103935
- Plan number
- 001
- Plan type
- 2
- Location
- Chestnut Hill, MA
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $21,902,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20240918131128NAL0004364145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,902,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,902,187
- Net assets (BOY)
- $18,838,510
Income & contributions
- Employer contributions
- $455,146
- Participant contributions
- $804,146
- Total contributions
- $1,259,292
- Total income / additions
- $4,160,321
Expenses & distributions
- Benefits paid
- $1,052,775
- Administrative expenses
- $43,869
- Total expenses
- $1,096,644
- Net increase / (decrease)
- $3,063,677
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $23,039 | $0 | 2023 |
| First National Corporation | NONE | $20,831 | not reported in the loaded dataset | 2023 |