Plan5500

Choate Rosemary Hall Foundation, Inc. Dc Retirement Plan — Form 5500 plan (Choate Rosemary Hall Foundation, Inc.)

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, Choate Rosemary Hall Foundation, Inc. Dc Retirement Plan is a benefit plan reported by Choate Rosemary Hall Foundation, Inc. under EIN 06-0910420 and plan number 001. The latest loaded filing year is 2023. The filing reports 994 participants and $205,203,614 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Choate Rosemary Hall Foundation, Inc.
EIN
06-0910420
Plan number
001
Plan type
2
Location
Wallingford, CT
Latest filing year
2023
Participants
994
End-of-year plan assets
$205,203,614

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023994H, C20241015172024NAL0029232945002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$205,203,614
Net assets (EOY)
$205,203,614
Net assets (BOY)
$181,172,642

Income & contributions

Employer contributions
$3,608,491
Participant contributions
$1,403,574
Total contributions
$7,597,422
Total income / additions
$34,676,466

Expenses & distributions

Benefits paid
$10,626,769
Administrative expenses
$18,725
Total expenses
$10,645,494
Net increase / (decrease)
$24,030,972

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cohnreznick LlpNONE$9,000not reported in the loaded dataset2023
Kestra Advisory Services, LLCNONE$8,500not reported in the loaded dataset2023

Related Form 5500 pages