PHILLIPS EXETER ACADEMY RETIREMENT PLAN

[ EIN: 02-0222174 | Plan No. 001 ]

The PHILLIPS EXETER ACADEMY RETIREMENT PLAN plan, sponsored by PHILLIPS EXETER ACADEMY, is listed in Form 5500 data as a 403(b) Annuity plan. The filing reports 1638 participants and total assets of $220,590,595 for plan year 2023.

403(b) Annuity plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: PHILLIPS EXETER ACADEMY

Location: 20 MAIN STREET, EXETER, NH 03833

EIN: 020222174

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 1638

Total Assets: $220,590,595

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