2023 Form 5500 filing — Bowdoin College 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 20250415185422NAL0003825393001) for Bowdoin College Retirement Plan, reported by Bowdoin College under EIN 01-0215213 and plan number 004. It reports 1,956 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415185422NAL0003825393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bowdoin College
- EIN
- 01-0215213
- Plan number
- 004
- Location
- Brunswick, ME
- Participants
- 1,956
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $255,177,652
- Net assets (EOY)
- $255,177,652
- Employer contributions
- $10,322,979
- Total income / additions
- $47,612,044
- Benefits paid
- $15,147,403
- Administrative expenses
- $56,804
- Total expenses
- $15,204,207
- Net increase / (decrease)
- $32,407,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $114,544 | $0 |
| Fiducient Advisors LLC | CONSULTANTS | $34,204 | not reported in the loaded dataset |
| Berry Dunn Mcneil & Parker LLC | AUDITOR | $22,600 | not reported in the loaded dataset |