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, Middlebury College Voluntary Retirement Plan is a benefit plan reported by President & Fellows Of Middlebury College under EIN 03-0179298 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,356 participants and $293,937,464 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $293,937,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $293,937,464
- Net assets (BOY)
- $269,425,824
Income & contributions
- Participant contributions
- $6,841,837
- Total contributions
- $8,348,822
- Total income / additions
- $43,161,900
Expenses & distributions
- Benefits paid
- $18,560,010
- Administrative expenses
- $90,250
- Total expenses
- $18,650,260
- Net increase / (decrease)
- $24,511,640