2023 Form 5500 filing — Kalamazoo College Defined Contribution 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 20241015072048NAL0014187811001) for Kalamazoo College Defined Contribution Retirement Plan, reported by Kalamazoo College under EIN 38-1358014 and plan number 001. It reports 923 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072048NAL0014187811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kalamazoo College
- EIN
- 38-1358014
- Plan number
- 001
- Location
- Kalamazoo, MI
- Participants
- 923
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,761,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,761,655
- Employer contributions
- $1,960,106
- Participant contributions
- $1,852,793
- Total income / additions
- $18,511,651
- Benefits paid
- $7,175,134
- Administrative expenses
- $78,067
- Total expenses
- $7,261,440
- Net increase / (decrease)
- $11,250,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE KNOWN | $41,423 | $0 |
| Resources Investment Advisors | NONE KNOWN | $27,000 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | NONE KNOWN | $9,000 | not reported in the loaded dataset |