2023 Form 5500 filing — Coe College Defined Contribution Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731091809NAL0033615424001) for Coe College Defined Contribution Retirement Plan, reported by Coe College under EIN 42-0686467 and plan number 001. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731091809NAL0033615424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coe College
- EIN
- 42-0686467
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $667,033
- Participant contributions
- $1,064,359
- Total income / additions
- $11,932,374
- Benefits paid
- $5,223,328
- Administrative expenses
- $104,625
- Total expenses
- $5,327,953
- Net increase / (decrease)
- $6,604,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $39,721 | $0 |
| Planpilot, LLC | INVESTMENT ADVISORY | $32,506 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | PLAN AUDITOR | $32,398 | not reported in the loaded dataset |