Independent School Collaborative Multiple Employer Plan — Form 5500 plan (Independent School Collaborative)
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, Independent School Collaborative Multiple Employer Plan is a benefit plan reported by Independent School Collaborative under EIN 88-3645602 and plan number 333. The latest loaded filing year is 2023. The filing reports 4,236 participants and $280,567,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independent School Collaborative
- EIN
- 88-3645602
- Plan number
- 333
- Plan type
- 3
- Location
- Greensboro, NC
- Latest filing year
- 2023
- Participants
- 4,236
- End-of-year plan assets
- $280,567,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,236 | H, C | 20241113094942NAL0017136609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $280,567,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $280,567,748
- Net assets (BOY)
- $51,720,042
Income & contributions
- Employer contributions
- $2,634,298
- Participant contributions
- $4,652,453
- Total contributions
- $8,891,693
- Total income / additions
- $30,930,303
Expenses & distributions
- Benefits paid
- $9,151,848
- Administrative expenses
- $183,454
- Total expenses
- $9,335,302
- Net increase / (decrease)
- $21,595,001
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcguire Woods | ADVISOR | $37,583 | not reported in the loaded dataset | 2023 |
| Lpl Financial | ADVISOR | $32,810 | not reported in the loaded dataset | 2023 |
| Independent School Collaborative | CONSULTING | $30,387 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Insurance And Annuity | INVESTMENT ADVISOR | $20,207 | $0 | 2023 |
| Pentegra Services, Inc | ADMINISTRATOR | $16,599 | not reported in the loaded dataset | 2023 |
| Nc Assoc Of Independent Schools | CONSULTING | $8,619 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Independent School Collaborative
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Greensboro, NC
- Mcguire Woods — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Independent School Collaborative — Schedule C compensation
- Tiaa-Teachers Insurance And Annuity — Schedule C compensation
- Pentegra Services, Inc — Schedule C compensation
- Nc Assoc Of Independent Schools — Schedule C compensation