2023 Form 5500 filing — Grinnell College Welfare Benefits 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 20250402115916NAL0009697969001) for Grinnell College Welfare Benefits Plan, reported by Trustees Of Grinnell College under EIN 42-0680387 and plan number 520. It reports 866 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402115916NAL0009697969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Grinnell College
- EIN
- 42-0680387
- Plan number
- 520
- Location
- Grinnell, IA
- Participants
- 866
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,782,834
- Total liabilities (EOY)
- $1,446,164
- Net assets (EOY)
- $1,336,670
- Employer contributions
- $3,330,447
- Participant contributions
- $3,110,459
- Total income / additions
- $6,751,177
- Benefits paid
- $15,283,335
- Administrative expenses
- $740,327
- Total expenses
- $16,023,662
- Net increase / (decrease)
- -$9,272,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellmark Bcbs | NONE | $521,132 | $0 |
| Delta Dental | NONE | $48,368 | not reported in the loaded dataset |
| Prohabits Inc | NONE | $48,000 | not reported in the loaded dataset |
| Prudentrx LLC | NONE | $39,207 | not reported in the loaded dataset |
| Health Check 360 | NONE | $30,166 | not reported in the loaded dataset |
| Rxbenefits | NONE | $25,217 | not reported in the loaded dataset |
| Employee Family Resources | NONE | $22,533 | not reported in the loaded dataset |
| Wex Health Inc | NONE | $5,628 | not reported in the loaded dataset |