Trinity School For Ministry Retirement Plan 3 — Form 5500 plan (Trinity Episcopal School For Ministry)
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 School For Ministry Retirement Plan 3 is a benefit plan reported by Trinity Episcopal School For Ministry under EIN 25-1271008 and plan number 003. The latest loaded filing year is 2023. The filing reports 116 participants and $6,037,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinity Episcopal School For Ministry
- EIN
- 25-1271008
- Plan number
- 003
- Plan type
- 2
- Location
- Ambridge, PA
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $6,037,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | I, C | 20240301150544NAL0011015027001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,037,518
- Net assets (EOY)
- $6,037,518
- Net assets (BOY)
- $6,315,136
Income & contributions
- Employer contributions
- $361,362
- Participant contributions
- $197,230
- Total income / additions
- $1,330,301
Expenses & distributions
- Benefits paid
- $1,600,841
- Administrative expenses
- $0
- Total expenses
- $1,607,919
- Net increase / (decrease)
- -$277,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Henderson Bros Ret Plan Serv | not reported in the loaded dataset | $5,379 | not reported in the loaded dataset | 2023 |
| Tiaa - Teachers Insurance And Annui | not reported in the loaded dataset | $1,698 | $0 | 2023 |