2023 Form 5500 filing — Claremont Graduate University 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 20241014141833NAL0013437795001) for Claremont Graduate University Academic Retirement Plan, reported by Claremont Graduate University under EIN 95-1664100 and plan number 001. It reports 1,034 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141833NAL0013437795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Claremont Graduate University
- EIN
- 95-1664100
- Plan number
- 001
- Location
- Claremont, CA
- Participants
- 1,034
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,616,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,616,228
- Employer contributions
- $1,470,920
- Participant contributions
- $1,609,654
- Total income / additions
- $24,621,288
- Benefits paid
- $10,152,687
- Administrative expenses
- $34,730
- Total expenses
- $10,187,417
- Net increase / (decrease)
- $14,433,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $34,730 | $0 |