2023 Form 5500 filing — Occidental College 403(B) 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 20241007182727NAL0016588097001) for Occidental College 403(B) Retirement Plan, reported by Occidental College under EIN 95-1667177 and plan number 002. It reports 1,863 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007182727NAL0016588097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Occidental College
- EIN
- 95-1667177
- Plan number
- 002
- Location
- Los Angeles, CA
- Participants
- 1,863
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $291,415,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $291,415,589
- Employer contributions
- $4,914,327
- Participant contributions
- $3,766,427
- Total income / additions
- $49,422,454
- Benefits paid
- $13,273,506
- Administrative expenses
- $166,587
- Total expenses
- $13,589,921
- Net increase / (decrease)
- $35,832,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $110,587 | $0 |
| Benefit Financial Services Group | NONE | $35,000 | not reported in the loaded dataset |
| Moss Adams, Llp | NONE | $21,000 | not reported in the loaded dataset |