2023 Form 5500 filing — Hillsdale 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 20241015092809NAL0016057747002) for Hillsdale College Defined Contribution Retirement Plan, reported by Hillsdale College under EIN 38-1374230 and plan number 001. It reports 1,212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092809NAL0016057747002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hillsdale College
- EIN
- 38-1374230
- Plan number
- 001
- Location
- Hillsdale, MI
- Participants
- 1,212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,546,215
- Net assets (EOY)
- $178,546,215
- Employer contributions
- $5,272,881
- Participant contributions
- $4,366,793
- Total income / additions
- $35,168,579
- Benefits paid
- $7,625,017
- Administrative expenses
- $330,375
- Total expenses
- $7,955,392
- Net increase / (decrease)
- $27,213,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tfo-Tdc LLC | CONSULTING | $208,036 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $94,064 | $0 |
| Tiaa-Cref | RECORDKEEPER | $21,397 | $0 |
| Vanguard | RECORDKEEPER | $5,389 | not reported in the loaded dataset |
| Fidelity Inv Institutional Op | RECORDKEEPER | $1,490 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |