Bates College Money Purchase Pension Plan — Form 5500 plan (President And Trustees Of Bates 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, Bates College Money Purchase Pension Plan is a benefit plan reported by President And Trustees Of Bates College under EIN 01-0211781 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,937 participants and $155,776,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
President And Trustees Of Bates College
EIN
01-0211781
Plan number
005
Plan type
2
Location
Lewiston, ME
Latest filing year
2023
Participants
1,937
End-of-year plan assets
$155,776,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,937H, C20241011102313NAL0021664993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$155,776,659
Total liabilities (EOY)
$0
Net assets (EOY)
$155,776,659
Net assets (BOY)
$137,004,231

Income & contributions

Employer contributions
$4,822,730
Total contributions
$4,845,255
Total income / additions
$25,307,426

Expenses & distributions

Benefits paid
$6,443,092
Administrative expenses
$91,906
Total expenses
$6,534,998
Net increase / (decrease)
$18,772,428

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$46,673$02023
Sageview Advisory Group, LLCNONE$31,483not reported in the loaded dataset2023
Berry Dunn Mcneil & Parker LLCNONE$13,750not reported in the loaded dataset2023

Related Form 5500 pages