Shattuck-St. Mary'S School Defined Contribution Retirement Plan — Form 5500 plan (Shattuck-St. Mary'S 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, Shattuck-St. Mary'S School Defined Contribution Retirement Plan is a benefit plan reported by Shattuck-St. Mary'S School under EIN 41-0696908 and plan number 002. The latest loaded filing year is 2023. The filing reports 636 participants and $27,922,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shattuck-St. Mary'S School
- EIN
- 41-0696908
- Plan number
- 002
- Plan type
- 2
- Location
- Faribault, MN
- Latest filing year
- 2023
- Participants
- 636
- End-of-year plan assets
- $27,922,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 636 | H, C | 20240919114040NAL0005890913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,922,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,922,121
- Net assets (BOY)
- $25,746,798
Income & contributions
- Employer contributions
- $576,173
- Participant contributions
- $701,881
- Total contributions
- $1,729,792
- Total income / additions
- $5,812,056
Expenses & distributions
- Benefits paid
- $3,615,045
- Administrative expenses
- $22,058
- Total expenses
- $3,637,103
- Net increase / (decrease)
- $2,174,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $22,358 | $0 | 2023 |