St. Marks School Of Texas Matching Plan — Form 5500 plan (St. Marks School Of Texas)
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, St. Marks School Of Texas Matching Plan is a benefit plan reported by St. Marks School Of Texas under EIN 75-0827460 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $76,963,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Marks School Of Texas
- EIN
- 75-0827460
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $76,963,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20240829130412NAL0013115953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,963,767
- Net assets (EOY)
- $76,963,767
- Net assets (BOY)
- $67,898,521
Income & contributions
- Employer contributions
- $1,239,352
- Participant contributions
- $1,499,253
- Total contributions
- $2,817,322
- Total income / additions
- $12,048,016
Expenses & distributions
- Benefits paid
- $2,975,042
- Administrative expenses
- $7,728
- Total expenses
- $2,982,770
- Net increase / (decrease)
- $9,065,246
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Advisors, LLC | ADVISOR | $7,103 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $1,575 | $0 | 2023 |