The Hathaway Brown School Retirement Plan — Form 5500 plan (Hathaway Brown 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 Hathaway Brown School Retirement Plan is a benefit plan reported by Hathaway Brown School under EIN 34-0714426 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $47,128,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hathaway Brown School
- EIN
- 34-0714426
- Plan number
- 001
- Plan type
- 2
- Location
- Shaker Heights, OH
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $47,128,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241014072942NAL0012968835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,128,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,128,820
- Net assets (BOY)
- $41,166,928
Income & contributions
- Employer contributions
- $721,183
- Participant contributions
- $1,031,970
- Total contributions
- $1,798,047
- Total income / additions
- $8,222,464
Expenses & distributions
- Benefits paid
- $2,244,371
- Administrative expenses
- $16,201
- Total expenses
- $2,260,572
- Net increase / (decrease)
- $5,961,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $16,501 | $0 | 2023 |
| Maloney & Novotny LLC | AUDITOR | $10,700 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $3,939 | not reported in the loaded dataset | 2023 |