Canterbury School Retirement Plan — Form 5500 plan (Canterbury 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, Canterbury School Retirement Plan is a benefit plan reported by Canterbury School under EIN 35-1410931 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $23,095,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Canterbury School
- EIN
- 35-1410931
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $23,095,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20250625143406NAL0004648019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,095,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,095,353
- Net assets (BOY)
- $20,672,246
Income & contributions
- Employer contributions
- $314,421
- Participant contributions
- $661,756
- Total contributions
- $984,122
- Total income / additions
- $4,273,130
Expenses & distributions
- Benefits paid
- $1,775,985
- Administrative expenses
- $63,423
- Total expenses
- $1,850,023
- Net increase / (decrease)
- $2,423,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $62,473 | $1 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $950 | not reported in the loaded dataset | 2023 |