Plan5500

Amherst College Staff Retirement Plan — Form 5500 plan (Amherst College Trustees)

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, Amherst College Staff Retirement Plan is a benefit plan reported by Amherst College Trustees under EIN 04-2103542 and plan number 003. The latest loaded filing year is 2023. The filing reports 352 participants and $21,444,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amherst College Trustees
EIN
04-2103542
Plan number
003
Plan type
2
Location
Amherst, MA
Latest filing year
2023
Participants
352
End-of-year plan assets
$21,444,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023352H, C20250414111940NAL0003006112002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,444,876
Net assets (EOY)
$21,444,876
Net assets (BOY)
$20,732,969

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$2,365,673

Expenses & distributions

Benefits paid
$1,653,766
Total expenses
$1,653,766
Net increase / (decrease)
$711,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$15,000$02023

Related Form 5500 pages