Ret Plan Of The Norwich Free Academy Staff In Pentegra Ret Trust — Form 5500 plan (The Norwich Free Academy)

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, Ret Plan Of The Norwich Free Academy Staff In Pentegra Ret Trust is a benefit plan reported by The Norwich Free Academy under EIN 06-0762783 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $11,006,163 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Norwich Free Academy
EIN
06-0762783
Plan number
001
Plan type
2
Location
Norwich, CT
Latest filing year
2023
Participants
147
End-of-year plan assets
$11,006,163

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20250414083657NAL0000678515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,006,163
Total liabilities (EOY)
$0
Net assets (EOY)
$11,006,163
Net assets (BOY)
$10,327,080

Income & contributions

Total contributions
$0
Total income / additions
$1,268,848

Expenses & distributions

Benefits paid
$549,576
Administrative expenses
$40,189
Total expenses
$589,765
Net increase / (decrease)
$679,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Retirement ServicesTRUSTEE$40,189not reported in the loaded dataset2023

Related Form 5500 pages