Trinity Episcopal School Corporation Tax Deferred Annuity Plan — Form 5500 plan (Trinity Episcopal School Corporation)
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, Trinity Episcopal School Corporation Tax Deferred Annuity Plan is a benefit plan reported by Trinity Episcopal School Corporation under EIN 13-5563003 and plan number 002. The latest loaded filing year is 2023. The filing reports 527 participants and $62,975,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinity Episcopal School Corporation
- EIN
- 13-5563003
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 527
- End-of-year plan assets
- $62,975,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 527 | H, C | 20241008161241NAL0017018161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,975,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,975,766
- Net assets (BOY)
- $54,137,864
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,805,403
- Total contributions
- $2,864,503
- Total income / additions
- $10,557,325
Expenses & distributions
- Benefits paid
- $1,654,712
- Administrative expenses
- $64,711
- Total expenses
- $1,719,423
- Net increase / (decrease)
- $8,837,902
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $30,331 | $0 | 2023 |
| Eisner Advisory Group, LLC | AUDITOR | $15,015 | not reported in the loaded dataset | 2023 |
| Eisner Amper, Llp | AUDITOR | $15,015 | not reported in the loaded dataset | 2023 |