Carroll College — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carroll College (EIN 81-0231774) is a plan sponsor located in Helena, MT with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 81-0231774
- Location
- Helena, MT
- Loaded plans
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $52,010,896
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $52,010,896
Contributions & income
- Employer contributions
- $540,821
- Participant contributions
- $927,443
- Total income / additions
- $8,427,943
Expenses & distributions
- Benefits paid / distributions
- $3,514,248
- Total expenses
- $3,526,961
- Net increase / (decrease)
- $4,900,982
Coverage
- Total reported participants
- 1,833
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Carroll College 403(B) Plan | 001 | 590 | $52,010,896 | 2023 |
| Carroll College Group Life Insurance Plan | 505 | 278 | not reported in the loaded dataset | 2023 |
| Carroll College Employee Assistance Program | 509 | 224 | not reported in the loaded dataset | 2023 |
| Carroll College Total Disability Benefits Insurance Plan | 504 | 224 | not reported in the loaded dataset | 2023 |
| Carroll College Group Health Insurance | 503 | 185 | not reported in the loaded dataset | 2023 |
| Carroll College Group Vision Plan | 508 | 130 | not reported in the loaded dataset | 2023 |
| Carroll College Group Voluntary Dental Insurance | 510 | 121 | not reported in the loaded dataset | 2023 |
| Carroll College Group Accident Insurance | 512 | 48 | not reported in the loaded dataset | 2023 |
| Carroll College Group Critical Illness Insurance | 511 | 33 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Carroll College Group Accident Insurance | 48 | — | 20240521140529NAL0005060864001 |
| 2023 | Carroll College Group Vision Plan | 130 | — | 20240521140548NAL0001405283001 |
| 2023 | Carroll College Total Disability Benefits Insurance Plan | 224 | — | 20240521140603NAL0004299744001 |
| 2023 | Carroll College Group Voluntary Dental Insurance | 121 | — | 20240521140617NAL0005062928001 |
| 2023 | Carroll College Employee Assistance Program | 224 | — | 20240521140631NAL0005638130001 |
| 2023 | Carroll College Group Critical Illness Insurance | 33 | — | 20240521140646NAL0002792449001 |
| 2023 | Carroll College Group Life Insurance Plan | 278 | — | 20240521140700NAL0002634785001 |
| 2023 | Carroll College Group Health Insurance | 185 | — | 20240521140716NAL0002793857001 |