2023 Form 5500 filing — Carleton College Defined Contribution 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 20241011142143NAL0012586915001) for Carleton College Defined Contribution Plan, reported by Carleton College under EIN 41-0694747 and plan number 001. It reports 2,162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142143NAL0012586915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carleton College
- EIN
- 41-0694747
- Plan number
- 001
- Location
- Northfield, MN
- Participants
- 2,162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $364,970,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $364,970,261
- Employer contributions
- $6,400,365
- Participant contributions
- $5,043,524
- Total income / additions
- $60,371,906
- Benefits paid
- $16,142,182
- Administrative expenses
- $271,240
- Total expenses
- $16,413,422
- Net increase / (decrease)
- $43,958,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | PARTY-IN-INTEREST | $193,747 | $0 |
| Multnomah Group, Inc | NONE | $60,820 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $17,272 | not reported in the loaded dataset |