Near North Montessori School Tsa — Form 5500 plan (Near North Montessori 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, Near North Montessori School Tsa is a benefit plan reported by Near North Montessori School under EIN 36-2535895 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $12,818,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Near North Montessori School
- EIN
- 36-2535895
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $12,818,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20250514165457NAL0019244337002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,818,680
- Net assets (EOY)
- $12,818,680
- Net assets (BOY)
- $12,096,129
Income & contributions
- Employer contributions
- $368,311
- Participant contributions
- $650,532
- Total contributions
- $1,107,130
- Total income / additions
- $2,531,751
Expenses & distributions
- Benefits paid
- $1,780,989
- Administrative expenses
- $28,211
- Total expenses
- $1,809,200
- Net increase / (decrease)
- $722,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,708 | $0 | 2023 |
| Axa Equitable Life Insurance Co | NONE | $1,400 | $20,265 | 2023 |