2023 Form 5500 filing — Berea College 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 20240911092303NAL0006823393001) for Berea College Retirement Plan, reported by Berea College under EIN 61-0444650 and plan number 001. It reports 1,641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911092303NAL0006823393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berea College
- EIN
- 61-0444650
- Plan number
- 001
- Location
- Berea, KY
- Participants
- 1,641
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $158,325,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $158,325,024
- Employer contributions
- $2,946,265
- Participant contributions
- $3,094,167
- Total income / additions
- $26,121,357
- Benefits paid
- $7,808,486
- Administrative expenses
- $181,082
- Total expenses
- $7,996,307
- Net increase / (decrease)
- $18,125,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $97,760 | $0 |
| Planpilot, LLC | NONE | $71,085 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $12,237 | not reported in the loaded dataset |