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THE CHESTNUT HILL SCHOOL — CHESTNUT HILL SCHOOL DC RETIREMENT PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240126104810NAL0016787777001
THE CHESTNUT HILL SCHOOL
Form 5500-SF
FILING_RECEIVED
CHESTNUT HILL SCHOOL DC RETIREMENT PLAN
403(b) retirement plan
Active participants
61
Accounts w/ balance
95
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE CHESTNUT HILL SCHOOL
.
Find decision makers
Plan sponsor
Name
THE CHESTNUT HILL SCHOOL
EIN
04-2178868
Address
428 HAMMOND ST · CHESTNUT HILL, MA · 024671229
Phone
(617) 566-4394
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-01-26
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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