2023 Form 5500 filing — Swarthmore College Regular 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 20241007135837NAL0007652803001) for Swarthmore College Regular Retirement Plan, reported by Swarthmore College under EIN 23-1352683 and plan number 001. It reports 2,152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007135837NAL0007652803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swarthmore College
- EIN
- 23-1352683
- Plan number
- 001
- Location
- Swarthmore, PA
- Participants
- 2,152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $424,876,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $424,876,239
- Employer contributions
- $8,161,273
- Participant contributions
- $6,824,777
- Total income / additions
- $71,997,178
- Benefits paid
- $32,134,597
- Administrative expenses
- $84,544
- Total expenses
- $32,219,141
- Net increase / (decrease)
- $39,778,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities | NONE | $30,625 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $24,169 | not reported in the loaded dataset |
| Torrillo And Associates | NONE | $23,850 | not reported in the loaded dataset |
| The Vanguard Group | NONE | $5,800 | $0 |