Plan5500

Mount Holyoke College Defined Contribution Retirement Plan — Form 5500 plan (Trustees Of Mount Holyoke 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, Mount Holyoke College Defined Contribution Retirement Plan is a benefit plan reported by Trustees Of Mount Holyoke College under EIN 04-2103578 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,944 participants and $393,461,547 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Mount Holyoke College
EIN
04-2103578
Plan number
002
Plan type
2
Location
South Hadley, MA
Latest filing year
2023
Participants
2,944
End-of-year plan assets
$393,461,547

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,944H, C20241015124814NAL0056212498001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$393,461,547
Net assets (EOY)
$393,461,547
Net assets (BOY)
$363,828,152

Income & contributions

Employer contributions
$6,537,892
Participant contributions
$5,005,114
Total contributions
$12,106,440
Total income / additions
$64,475,704

Expenses & distributions

Benefits paid
$34,829,737
Administrative expenses
$225,738
Total expenses
$35,055,475
Net increase / (decrease)
$29,420,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersSERVICE PROVIDER$15,000not reported in the loaded dataset2023
Mp P.C.AUDIT FEES$8,000not reported in the loaded dataset2023
Angell Pension GroupSERVICE PROVIDER$6,431not reported in the loaded dataset2023

Related Form 5500 pages