Brentwood School Retirement Plan — Form 5500 plan (Brentwood School)
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, Brentwood School Retirement Plan is a benefit plan reported by Brentwood School under EIN 95-1426236 and plan number 001. The latest loaded filing year is 2023. The filing reports 636 participants and $89,971,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brentwood School
- EIN
- 95-1426236
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 636
- End-of-year plan assets
- $89,971,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 636 | H, C | 20250123142651NAL0006764353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,971,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,971,247
- Net assets (BOY)
- $78,196,094
Income & contributions
- Employer contributions
- $1,524,034
- Participant contributions
- $2,224,780
- Total contributions
- $4,159,393
- Total income / additions
- $16,114,463
Expenses & distributions
- Benefits paid
- $4,210,263
- Administrative expenses
- $119,849
- Total expenses
- $4,339,310
- Net increase / (decrease)
- $11,775,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPING | $66,763 | $0 | 2023 |
| Nfp Retirement Inc. | ADVISOR | $22,938 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $21,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | TPA | $10,798 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brentwood School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Tiaa — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation