Retirement Plan For Employees Of Saint Michael'S College — Form 5500 plan (Saint Michaels 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, Retirement Plan For Employees Of Saint Michael'S College is a benefit plan reported by Saint Michaels College under EIN 03-0179403 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,125 participants and $90,062,344 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Michaels College
- EIN
- 03-0179403
- Plan number
- 001
- Plan type
- 2
- Location
- Colchester, VT
- Latest filing year
- 2023
- Participants
- 1,125
- End-of-year plan assets
- $90,062,344
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,125 | H, C | 20240923204456NAL0011978881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,062,344
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,062,344
- Net assets (BOY)
- $80,264,603
Income & contributions
- Employer contributions
- $603,305
- Participant contributions
- $2,223,573
- Total contributions
- $2,920,722
- Total income / additions
- $16,007,014
Expenses & distributions
- Benefits paid
- $6,123,257
- Administrative expenses
- $86,016
- Total expenses
- $6,209,273
- Net increase / (decrease)
- $9,797,741
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $112,266 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $19,420 | $0 | 2023 |
| Mcsoley Mccoy & Co | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saint Michaels College
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Colchester, VT
- Milliman, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Mcsoley Mccoy & Co — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation