University School Retirement Savings Plan — Form 5500 plan (University 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, University School Retirement Savings Plan is a benefit plan reported by University School under EIN 34-0714720 and plan number 002. The latest loaded filing year is 2023. The filing reports 489 participants and $71,207,776 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University School
- EIN
- 34-0714720
- Plan number
- 002
- Plan type
- 2
- Location
- Shaker Heights, OH
- Latest filing year
- 2023
- Participants
- 489
- End-of-year plan assets
- $71,207,776
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20241007144754NAL0016269361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,207,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,207,776
- Net assets (BOY)
- $64,130,924
Income & contributions
- Employer contributions
- $1,536,491
- Participant contributions
- $1,533,133
- Total contributions
- $3,314,022
- Total income / additions
- $12,255,553
Expenses & distributions
- Benefits paid
- $5,150,651
- Administrative expenses
- $28,050
- Total expenses
- $5,178,701
- Net increase / (decrease)
- $7,076,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Walden Wealth Partners LLC | NONE | $26,750 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $1,300 | $0 | 2023 |