Colby College Retirement Plan — Form 5500 plan (The President & Trustees Of Colby College)

Plain-English plan 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, Colby College Retirement Plan is a benefit plan reported by The President & Trustees Of Colby College under EIN 01-0211497 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,780 participants and $277,945,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The President & Trustees Of Colby College
EIN
01-0211497
Plan number
001
Plan type
2
Location
Waterville, ME
Latest filing year
2023
Participants
1,780
End-of-year plan assets
$277,945,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,780H, C20241010104245NAL0040473202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$277,945,567
Total liabilities (EOY)
$0
Net assets (EOY)
$277,945,567
Net assets (BOY)
$248,274,179

Income & contributions

Employer contributions
$4,534,730
Participant contributions
$5,499,089
Total contributions
$11,177,419
Total income / additions
$47,381,250

Expenses & distributions

Benefits paid
$17,618,725
Administrative expenses
$82,946
Total expenses
$17,709,862
Net increase / (decrease)
$29,671,388

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$57,946$02023
Global Retirement PartnersNONE$25,000not reported in the loaded dataset2023

Related Form 5500 pages