Palmetto Association Of Independent Schools Multiple Employer Plan — Form 5500 plan (The Governing Committe Of The Palmetto Association Of Independent Scho)

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, Palmetto Association Of Independent Schools Multiple Employer Plan is a benefit plan reported by The Governing Committe Of The Palmetto Association Of Independent Scho under EIN 93-3810313 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,432 participants and $85,335,971 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Governing Committe Of The Palmetto Association Of Independent Scho
EIN
93-3810313
Plan number
333
Plan type
3
Location
Spartanburg, SC
Latest filing year
2023
Participants
1,432
End-of-year plan assets
$85,335,971

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,432H, C20240821155440NAL0004133329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,335,971
Total liabilities (EOY)
$0
Net assets (EOY)
$85,335,971
Net assets (BOY)
$82,141,565

Income & contributions

Employer contributions
$149,842
Participant contributions
$246,900
Total contributions
$396,742
Total income / additions
$3,387,244

Expenses & distributions

Benefits paid
$174,826
Administrative expenses
$18,012
Total expenses
$192,838
Net increase / (decrease)
$3,194,406

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa- Teachers Insurance And AnnuitINVESTMENT PROVIDER$1,459$02023

Related Form 5500 pages