PHILLIPS ACADEMY RETIREMENT PLAN

[ EIN: 04-2103579 | Plan No. 002 ]

PHILLIPS ACADEMY RETIREMENT PLAN, sponsored by TRUSTEES OF PHILLIPS ACADEMY, appears in Form 5500 filings as a 403(b) Annuity plan. The plan reported 1329 participants and total assets of $209,159,648 during the 2016 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: TRUSTEES OF PHILLIPS ACADEMY

Location: 180 MAIN ST, ANDOVER, MA 01810

EIN: 042103579

Plan Number: 002

Plan Year: 2016

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 1329

Total Assets: $209,159,648

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