The Blake School Defined Contribution Plan — Form 5500 plan (The Blake 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 Blake School Defined Contribution Plan is a benefit plan reported by The Blake School under EIN 23-7243247 and plan number 003. The latest loaded filing year is 2023. The filing reports 810 participants and $122,900,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Blake School
- EIN
- 23-7243247
- Plan number
- 003
- Plan type
- 2
- Location
- Hopkins, MN
- Latest filing year
- 2023
- Participants
- 810
- End-of-year plan assets
- $122,900,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 810 | H, C | 20250314133323NAL0035401696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,900,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,900,295
- Net assets (BOY)
- $113,499,183
Income & contributions
- Employer contributions
- $2,676,464
- Participant contributions
- $1,260,200
- Total contributions
- $4,056,018
- Total income / additions
- $21,449,451
Expenses & distributions
- Benefits paid
- $11,745,863
- Administrative expenses
- $116,211
- Total expenses
- $12,048,339
- Net increase / (decrease)
- $9,401,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $61,499 | $0 | 2023 |
| Planpilot, LLC | NONE | $43,712 | not reported in the loaded dataset | 2023 |
| Olsen Thielen & Co., Ltd. | NONE | $11,000 | not reported in the loaded dataset | 2023 |