2023 Form 5500 filing — Hope College Invest 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 20241015070713NAL0028903761005) for Hope College Invest Plan, reported by Hope College under EIN 38-1381271 and plan number 001. It reports 1,633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070713NAL0028903761005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hope College
- EIN
- 38-1381271
- Plan number
- 001
- Location
- Holland, MI
- Participants
- 1,633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,556,272
- Net assets (EOY)
- $195,556,272
- Employer contributions
- $4,733,492
- Participant contributions
- $4,044,613
- Total income / additions
- $37,099,494
- Benefits paid
- $22,892,003
- Administrative expenses
- $154,141
- Total expenses
- $23,046,202
- Net increase / (decrease)
- $14,053,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $91,666 | $0 |
| Lpl Financial | BROKER | $50,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |