form5500lookup

Form 5500 · Retirement plan · NEW YORK, NY

TRINITY EPISCOPAL SCHOOL CORPORATION

The filing calls this plan TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED BENEFIT PLAN.

TRINITY EPISCOPAL SCHOOL CORPORATION of NEW YORK, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TEACHERS INSURANCE AND ANNUITY ASSOCIATION. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Augustas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5563003 · plan 001 · plan year 2025, filed Jun 15, 2026

Participants at the start of the year
165
Contracts on file
1
Contract value
$4,619,783
Plan year end
August

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TEACHERS INSURANCE AND ANNUITY ASSOCIATION.

The contracts held $4,619,783 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in August.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TEACHERS INSURANCE AND ANNUITY ASSOCIATIONAnnuity / GIC154August$4,619,783$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
TRINITY EPISCOPAL SCHOOL CORPORATION
EIN 13-5563003

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$4,619,783
Paid out in benefits
$789,467
Participants at the start of the year
165

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 87-1363769
EISNER AMPER, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

More employer plans in New York — largest plans, brokers, carriers and renewal months.