2023 Form 5500 filing — Hampshire 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 20241008084217NAL0016345185001) for Hampshire College 403(B) Retirement Plan, reported by Trustees Of Hampshire College under EIN 04-6130872 and plan number 001. It reports 1,088 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008084217NAL0016345185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Hampshire College
- EIN
- 04-6130872
- Plan number
- 001
- Location
- Amherst, MA
- Participants
- 1,088
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,557,669
- Net assets (EOY)
- $153,557,669
- Employer contributions
- $1,132,563
- Participant contributions
- $1,409,715
- Total income / additions
- $22,658,927
- Benefits paid
- $10,828,637
- Administrative expenses
- $84,296
- Total expenses
- $10,912,933
- Net increase / (decrease)
- $11,745,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $59,377 | $0 |
| Sageview Advisory Group, LLC | not reported in the loaded dataset | $11,000 | not reported in the loaded dataset |
| Mp P.C. | not reported in the loaded dataset | $9,000 | not reported in the loaded dataset |
| The Angell Pnsion Group, Inc. | not reported in the loaded dataset | $5,594 | not reported in the loaded dataset |