Teach For America, Inc. 403(B) Retirement Plan — Form 5500 plan (Teach For America, 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, Teach For America, Inc. 403(B) Retirement Plan is a benefit plan reported by Teach For America, Inc. under EIN 13-3541913 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,750 participants and $205,959,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teach For America, Inc.
EIN
13-3541913
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,750
End-of-year plan assets
$205,959,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,750H, C20250314131512NAL0011827011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$205,959,806
Total liabilities (EOY)
$0
Net assets (EOY)
$205,959,806
Net assets (BOY)
$176,390,019

Income & contributions

Employer contributions
$5,572,561
Participant contributions
$9,580,447
Total contributions
$15,871,887
Total income / additions
$51,012,169

Expenses & distributions

Benefits paid
$21,389,476
Administrative expenses
$52,014
Total expenses
$21,442,382
Net increase / (decrease)
$29,569,787

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Plexus Financial Svcs, LLCINVESTMENT ADVISORY$0$90,0002023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$52,013$02023
Crowe LlpACCOUNTANT$0$31,8852023

Related Form 5500 pages