The Hotchkiss School 403(B) Retirement Plan — Form 5500 plan (The Hotchkiss 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 Hotchkiss School 403(B) Retirement Plan is a benefit plan reported by The Hotchkiss School under EIN 06-0647018 and plan number 005. The latest loaded filing year is 2023. The filing reports 880 participants and $167,347,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hotchkiss School
- EIN
- 06-0647018
- Plan number
- 005
- Plan type
- 2
- Location
- Lakeville, CT
- Latest filing year
- 2023
- Participants
- 880
- End-of-year plan assets
- $167,347,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 880 | H, C | 20241004092454NAL0011242337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,347,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $167,347,946
- Net assets (BOY)
- $150,206,918
Income & contributions
- Employer contributions
- $2,910,382
- Participant contributions
- $3,532,454
- Total contributions
- $7,137,030
- Total income / additions
- $26,414,229
Expenses & distributions
- Benefits paid
- $9,098,506
- Administrative expenses
- $162,692
- Total expenses
- $9,273,201
- Net increase / (decrease)
- $17,141,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa Teachers Ins & Annuity | NONE | $109,011 | $0 | 2023 |
| Fiduciary Investment Advisors LLC | NONE | $33,406 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $9,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Hotchkiss School
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Lakeville, CT
- Tiaa Teachers Ins & Annuity — Schedule C compensation
- Fiduciary Investment Advisors LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation