2023 Form 5500 filing — Grinnell College Employees Retirement Savings 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 20241007113559NAL0015105665001) for Grinnell College Employees Retirement Savings Plan, reported by Trustees Of Grinnell College under EIN 42-0680387 and plan number 001. It reports 1,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007113559NAL0015105665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Grinnell College
- EIN
- 42-0680387
- Plan number
- 001
- Location
- Grinnell, IA
- Participants
- 1,950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $352,550,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $352,550,863
- Employer contributions
- $6,389,514
- Participant contributions
- $4,224,320
- Total income / additions
- $57,200,227
- Benefits paid
- $19,519,741
- Administrative expenses
- $230,607
- Total expenses
- $19,750,348
- Net increase / (decrease)
- $37,449,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $146,706 | $0 |
| Cbiz Investment Advisory Services | NONE | $62,200 | not reported in the loaded dataset |
| Spencer Fane Britt & Browne Llp | NONE | $13,978 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $8,400 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $72 | $0 |