2023 Form 5500 filing — Pitzer College Academic 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 20241014134457NAL0015039107001) for Pitzer College Academic Retirement Plan, reported by Pitzer College under EIN 95-2261113 and plan number 001. It reports 808 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$135.7MReported net assets$135,667,849
Participants808
Provider compensation$26.5K1 Schedule C row(s)$26,514
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014134457NAL0015039107001
- Plan sponsor
- Pitzer College
- EIN
- 95-2261113
- Plan number
- 001
- Location
- Claremont, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$135.7M total assets
Net assets$135.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $135,667,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,667,849
- Employer contributions
- $2,922,817
- Participant contributions
- $1,252,088
- Total income / additions
- $23,059,385
- Benefits paid
- $4,329,395
- Administrative expenses
- $26,514
- Total expenses
- $4,355,909
- Net increase / (decrease)
- $18,703,476
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $26,514 | $0 |