Plan5500

American School For The Deaf Section 403(B) Retirement Plan — Form 5500 plan (The American School, At Hartford, For The Deaf)

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, American School For The Deaf Section 403(B) Retirement Plan is a benefit plan reported by The American School, At Hartford, For The Deaf under EIN 06-0667600 and plan number 002. The latest loaded filing year is 2023. The filing reports 520 participants and $10,070,287 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.1MPlan net assets, end of year$10,070,287
Participants520Covered participants reported
Assets / participant$19.4KComputed: assets ÷ participants$19,366 (computed)
Provider compensation$17K3 Schedule C provider row(s)$17,041
Plan sponsor
The American School, At Hartford, For The Deaf
EIN
06-0667600
Plan number
002
Plan type
2
Location
West Hartford, CT
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    520 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$590.4K
Participant$627.4K
Full reported line items

Net assets

Total assets (EOY)
$10,070,287
Total liabilities (EOY)
$0
Net assets (EOY)
$10,070,287
Net assets (BOY)
$8,643,363

Income & contributions

Employer contributions
$590,374
Participant contributions
$627,412
Total contributions
$1,233,200
Total income / additions
$2,522,625

Expenses & distributions

Benefits paid
$1,088,471
Administrative expenses
$7,230
Total expenses
$1,095,701
Net increase / (decrease)
$1,426,924
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Charles Schwab Trust Bank$8.7K
    DIRECTED TRUSTEE · Direct $0 · Indirect $8.7K
  2. 2
    Usi Consulting Group$8.4K
    NONE · Direct $8.4K
  3. 3
    Charles Schwab & Co Inc.$0
    SHAREHOLDER SERVICING · Direct $0 · Indirect $0

Related Form 5500 pages