Indian Mountain School Retirement Plan For Faculty And Administrators — Form 5500 plan (Indian Mountain 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, Indian Mountain School Retirement Plan For Faculty And Administrators is a benefit plan reported by Indian Mountain School under EIN 06-0646681 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $10,150,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indian Mountain School
- EIN
- 06-0646681
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeville, CT
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $10,150,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20250131133941NAL0001360819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,150,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,150,565
- Net assets (BOY)
- $8,226,896
Income & contributions
- Employer contributions
- $253,527
- Participant contributions
- $412,037
- Total contributions
- $667,865
- Total income / additions
- $2,047,887
Expenses & distributions
- Benefits paid
- $107,611
- Administrative expenses
- $16,607
- Total expenses
- $124,218
- Net increase / (decrease)
- $1,923,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | N/A | $16,606 | $0 | 2023 |