2023 Form 5500 filing — Augustana 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 20250531110020NAL0008618177001) for Augustana College Defined Contribution Retirement Plan, reported by Augustana College under EIN 36-2166962 and plan number 007. It reports 707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250531110020NAL0008618177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Augustana College
- EIN
- 36-2166962
- Plan number
- 007
- Location
- Rock Island, IL
- Participants
- 707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,055,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,055,906
- Total income / additions
- $13,213,327
- Benefits paid
- $7,848,122
- Administrative expenses
- $66,585
- Total expenses
- $7,914,707
- Net increase / (decrease)
- $5,298,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance & Annuity | N/A | $39,485 | $0 |
| Cliftonlarsonallen Llp | N/A | $13,650 | not reported in the loaded dataset |
| Planpilot, LLC | N/A | $13,451 | not reported in the loaded dataset |