Plan5500

Uncommon Schools, Inc. 403(B) Plan — Form 5500 plan (Uncommon Schools, Inc.)

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, Uncommon Schools, Inc. 403(B) Plan is a benefit plan reported by Uncommon Schools, Inc. under EIN 31-1488698 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,572 participants and $84,927,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uncommon Schools, Inc.
EIN
31-1488698
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,572
End-of-year plan assets
$84,927,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,572H, C20250415132837NAL0003368913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,927,357
Total liabilities (EOY)
$0
Net assets (EOY)
$84,927,357
Net assets (BOY)
$71,460,719

Income & contributions

Employer contributions
$2,818,051
Participant contributions
$5,631,180
Total contributions
$9,380,492
Total income / additions
$21,045,674

Expenses & distributions

Benefits paid
$7,308,215
Administrative expenses
$204,445
Total expenses
$7,579,036
Net increase / (decrease)
$13,466,638

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$138,039$02023
Fiducient Advisor LLCINVESTMENT ADVISOR$56,521not reported in the loaded dataset2023

Related Form 5500 pages