2023 Form 5500 filing — The Commonfund 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 20241009114617NAL0019111953001) for The Commonfund Retirement Savings Plan, reported by The Common Fund For Nonprofits under EIN 23-7037968 and plan number 004. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009114617NAL0019111953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Common Fund For Nonprofits
- EIN
- 23-7037968
- Plan number
- 004
- Location
- Wilton, CT
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,127,259
- Total liabilities (EOY)
- $47,000
- Net assets (EOY)
- $126,080,259
- Employer contributions
- $1,935,648
- Participant contributions
- $2,822,067
- Total income / additions
- $25,997,067
- Benefits paid
- $5,129,252
- Administrative expenses
- $58,757
- Total expenses
- $5,188,009
- Net increase / (decrease)
- $20,809,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $74,078 | not reported in the loaded dataset |
| Pwc | ACCOUNTANT/AUDITOR | $47,000 | not reported in the loaded dataset |
| Cetera Investment Advisors LLC | ADVISOR | $26,931 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$91,252 | $0 |