Hillcrest Educational Foundation, Inc. 403(B) Plan — Form 5500 plan (Hillcrest Educational Foundation, 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, Hillcrest Educational Foundation, Inc. 403(B) Plan is a benefit plan reported by Hillcrest Educational Foundation, Inc. under EIN 80-0545676 and plan number 002. The latest loaded filing year is 2023. The filing reports 657 participants and $24,913,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillcrest Educational Foundation, Inc.
- EIN
- 80-0545676
- Plan number
- 002
- Plan type
- 3
- Location
- Pittsfield, MA
- Latest filing year
- 2023
- Participants
- 657
- End-of-year plan assets
- $24,913,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 657 | H, C | 20240909094238NAL0002306771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,913,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,913,078
- Net assets (BOY)
- $20,910,486
Income & contributions
- Employer contributions
- $900,362
- Participant contributions
- $1,327,986
- Total contributions
- $2,269,971
- Total income / additions
- $5,726,735
Expenses & distributions
- Benefits paid
- $1,674,876
- Administrative expenses
- $47,767
- Total expenses
- $1,724,143
- Net increase / (decrease)
- $4,002,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,767 | $0 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $45,723 | 2023 |
| The Angell Pension Group | OTHER SERVICES | $0 | $23,662 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hillcrest Educational Foundation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Pittsfield, MA
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC - Rpcp — Schedule C compensation
- The Angell Pension Group — Schedule C compensation