The Haverford School 403(B) Plan — Form 5500 plan (The Haverford 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, The Haverford School 403(B) Plan is a benefit plan reported by The Haverford School under EIN 23-1352646 and plan number 001. The latest loaded filing year is 2023. The filing reports 509 participants and $90,290,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Haverford School
- EIN
- 23-1352646
- Plan number
- 001
- Plan type
- 2
- Location
- Haverford, PA
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $90,290,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20241002114627NAL0014884096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,290,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,290,955
- Net assets (BOY)
- $79,686,438
Income & contributions
- Employer contributions
- $1,438,689
- Participant contributions
- $1,584,672
- Total contributions
- $3,095,856
- Total income / additions
- $15,821,414
Expenses & distributions
- Benefits paid
- $5,094,116
- Administrative expenses
- $116,240
- Total expenses
- $5,216,897
- Net increase / (decrease)
- $10,604,517
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | CONTRACT ADMINISTRATOR | $65,530 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $28,523 | not reported in the loaded dataset | 2023 |
| Resource Investment Advisors | INVESTMENT ADVISOR | $22,787 | not reported in the loaded dataset | 2023 |