The Bishop'S School 403(B) Plan — Form 5500 plan (The Bishop'S 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, The Bishop'S School 403(B) Plan is a benefit plan reported by The Bishop'S School under EIN 95-1642362 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $68,714,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bishop'S School
- EIN
- 95-1642362
- Plan number
- 001
- Plan type
- 2
- Location
- La Jolla, CA
- Latest filing year
- 2023
- Participants
- 580
- End-of-year plan assets
- $68,714,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20240919184217NAL0011166864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,714,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,714,903
- Net assets (BOY)
- $60,430,424
Income & contributions
- Employer contributions
- $1,592,332
- Participant contributions
- $1,958,476
- Total contributions
- $4,206,885
- Total income / additions
- $13,326,116
Expenses & distributions
- Benefits paid
- $4,977,079
- Administrative expenses
- $64,558
- Total expenses
- $5,041,637
- Net increase / (decrease)
- $8,284,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Domestic Holdings, I | ADVISOR | $44,302 | not reported in the loaded dataset | 2023 |
| West Rhode & Roberts | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $3,941 | $0 | 2023 |
| Wells Fargo Advisors | ADVISOR | $3,750 | not reported in the loaded dataset | 2023 |
| Fidelity Inv. Inst. Op. Co., Inc. | RECORDKEEPER | $290 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Bishop'S School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in La Jolla, CA
- Morgan Stanley Domestic Holdings, I — Schedule C compensation
- West Rhode & Roberts — Schedule C compensation
- Tiaa — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Fidelity Inv. Inst. Op. Co., Inc. — Schedule C compensation