Plan5500

Collegiate Academies 403(B) Plan — Form 5500 plan (Collegiate Academies)

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, Collegiate Academies 403(B) Plan is a benefit plan reported by Collegiate Academies under EIN 80-0601507 and plan number 001. The latest loaded filing year is 2023. The filing reports 804 participants and $10,961,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Collegiate Academies
EIN
80-0601507
Plan number
001
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
804
End-of-year plan assets
$10,961,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023804H, C20250203151141NAL0003262835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,961,148
Total liabilities (EOY)
$2,707
Net assets (EOY)
$10,958,441
Net assets (BOY)
$8,483,405

Income & contributions

Employer contributions
$852,197
Participant contributions
$1,260,642
Total contributions
$2,139,592
Total income / additions
$3,638,804

Expenses & distributions

Benefits paid
$1,055,272
Administrative expenses
$108,496
Total expenses
$1,163,768
Net increase / (decrease)
$2,475,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$148,921$02023
Freegulliver, LLCINVESTMENT ADVISORY$74,637not reported in the loaded dataset2023
The Haslauer Group, IncTPA$19,391not reported in the loaded dataset2023
Reliastar Life Insurance CompanySERVICE PROVIDER$0$1,4532023

Related Form 5500 pages