ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETI

[ EIN: 04-2108341 | Plan No. 001 ]

Form 5500 filing classifies ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETI as a 403(b) Annuity plan, sponsored by ALLEN CHASE FOUNDATION DBA EAGLEBROOK SCHOOL. The plan is a Large Plan with 403 participants and total assets of $43,987,171 reported for the 2023 plan year.

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

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Plan Sponsor: ALLEN CHASE FOUNDATION DBA EAGLEBROOK SCHOOL

Location: 271 PINE NOOK RD, DEERFIELD, MA 01342

EIN: 042108341

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 403

Total Assets: $43,987,171

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