2023 Form 5500 filing — Middlebury College Voluntary 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 20241004124237NAL0020418592001) for Middlebury College Voluntary Retirement Plan, reported by President & Fellows Of Middlebury College under EIN 03-0179298 and plan number 004. It reports 2,356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004124237NAL0020418592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- President & Fellows Of Middlebury College
- EIN
- 03-0179298
- Plan number
- 004
- Location
- Middlebury, VT
- Participants
- 2,356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $293,937,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $293,937,464
- Participant contributions
- $6,841,837
- Total income / additions
- $43,161,900
- Benefits paid
- $18,560,010
- Administrative expenses
- $90,250
- Total expenses
- $18,650,260
- Net increase / (decrease)
- $24,511,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $90,250 | $0 |