The Benjamin School Defined Contribution Plan — Form 5500 plan (The Benjamin 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 Benjamin School Defined Contribution Plan is a benefit plan reported by The Benjamin School under EIN 59-1536502 and plan number 001. The latest loaded filing year is 2023. The filing reports 572 participants and $42,889,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Benjamin School
- EIN
- 59-1536502
- Plan number
- 001
- Plan type
- 2
- Location
- North Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 572
- End-of-year plan assets
- $42,889,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 572 | H, C | 20250311090927NAL0029237360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,889,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,889,670
- Net assets (BOY)
- $36,177,622
Income & contributions
- Employer contributions
- $920,571
- Participant contributions
- $1,078,503
- Total contributions
- $2,541,125
- Total income / additions
- $8,369,011
Expenses & distributions
- Benefits paid
- $1,609,292
- Administrative expenses
- $47,671
- Total expenses
- $1,656,963
- Net increase / (decrease)
- $6,712,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insur & Annuity Assoc | RECORDKEEPER | $27,033 | $0 | 2023 |
| Onedigital Investment Advisors, Inc | INVESTMENT ADVISOR/TPA | $20,938 | not reported in the loaded dataset | 2023 |