Plan5500

The Bolles School Retirement Plan — Form 5500 plan (The Bolles 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, The Bolles School Retirement Plan is a benefit plan reported by The Bolles School under EIN 59-0637814 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $64,511,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Bolles School
EIN
59-0637814
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
360
End-of-year plan assets
$64,511,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023360H, C20250507135956NAL0010699985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,511,705
Total liabilities (EOY)
$0
Net assets (EOY)
$64,511,705
Net assets (BOY)
$58,432,934

Income & contributions

Employer contributions
$1,582,741
Participant contributions
$2,003,105
Total contributions
$4,464,863
Total income / additions
$12,757,491

Expenses & distributions

Benefits paid
$6,488,114
Administrative expenses
$190,606
Total expenses
$6,678,720
Net increase / (decrease)
$6,078,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$190,606$02023
Kestra Advisory Services, LLCINVESTMENT ADVISORY$0$75,7932023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages