2023 Form 5500 filing — Retirement Plan For Employees Of Saint Michael'S College
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 20240923204456NAL0011978881001) for Retirement Plan For Employees Of Saint Michael'S College, reported by Saint Michaels College under EIN 03-0179403 and plan number 001. It reports 1,125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923204456NAL0011978881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Michaels College
- EIN
- 03-0179403
- Plan number
- 001
- Location
- Colchester, VT
- Participants
- 1,125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,062,344
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,062,344
- Employer contributions
- $603,305
- Participant contributions
- $2,223,573
- Total income / additions
- $16,007,014
- Benefits paid
- $6,123,257
- Administrative expenses
- $86,016
- Total expenses
- $6,209,273
- Net increase / (decrease)
- $9,797,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $112,266 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $19,420 | $0 |
| Mcsoley Mccoy & Co | NONE | $10,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $0 | $0 |