Hill-Murray School 403(B) Plan — Form 5500 plan (Hill-Murray School, Inc.)

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, Hill-Murray School 403(B) Plan is a benefit plan reported by Hill-Murray School, Inc. under EIN 41-0829754 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $3,913,652 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hill-Murray School, Inc.
EIN
41-0829754
Plan number
002
Plan type
2
Location
Maplewood, MN
Latest filing year
2023
Participants
144
End-of-year plan assets
$3,913,652

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20250124151705NAL0013252832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,913,652
Total liabilities (EOY)
$0
Net assets (EOY)
$3,913,652
Net assets (BOY)
$3,083,324

Income & contributions

Employer contributions
$320,116
Participant contributions
$366,280
Total contributions
$686,396
Total income / additions
$1,265,667

Expenses & distributions

Benefits paid
$417,073
Administrative expenses
$18,266
Total expenses
$435,339
Net increase / (decrease)
$830,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Financial IncCONTRACT ADMIN$8,825not reported in the loaded dataset2023
Cliftonlarson Allen, LlpINVESTMENT ADVISOR$8,816not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$625$02023

Related Form 5500 pages