Millbrook School Defined Contribution Retirement 403(B) Plan — Form 5500 plan (Millbrook School)
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, Millbrook School Defined Contribution Retirement 403(B) Plan is a benefit plan reported by Millbrook School under EIN 14-1413770 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $31,974,672 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Millbrook School
- EIN
- 14-1413770
- Plan number
- 001
- Plan type
- 2
- Location
- Millbrook, NY
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $31,974,672
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20240926143934NAL0000456371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,974,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,974,672
- Net assets (BOY)
- $27,419,783
Income & contributions
- Employer contributions
- $685,297
- Participant contributions
- $847,137
- Total contributions
- $1,544,401
- Total income / additions
- $5,435,658
Expenses & distributions
- Benefits paid
- $838,797
- Administrative expenses
- $41,972
- Total expenses
- $880,769
- Net increase / (decrease)
- $4,554,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $32,273 | $0 | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $6,299 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | ADVISOR | $3,600 | not reported in the loaded dataset | 2023 |