Blair Academy Dc Retirement Plan — Form 5500 plan (Blair 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, Blair Academy Dc Retirement Plan is a benefit plan reported by Blair Academy under EIN 22-1500475 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $71,384,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blair Academy
- EIN
- 22-1500475
- Plan number
- 001
- Plan type
- 2
- Location
- Blairstown, NJ
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $71,384,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20241001083808NAL0011204704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,384,523
- Net assets (EOY)
- $71,384,523
- Net assets (BOY)
- $62,173,783
Income & contributions
- Employer contributions
- $1,042,288
- Participant contributions
- $1,198,925
- Total contributions
- $2,342,584
- Total income / additions
- $12,624,078
Expenses & distributions
- Benefits paid
- $3,356,102
- Administrative expenses
- $57,236
- Total expenses
- $3,413,338
- Net increase / (decrease)
- $9,210,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $43,036 | $0 | 2023 |
| Onedigital Retirement And Wealth | not reported in the loaded dataset | $14,200 | not reported in the loaded dataset | 2023 |
| Tait, Weller & Baker Llp | not reported in the loaded dataset | $7,350 | not reported in the loaded dataset | 2023 |