Williams College Retirement Income Plan — Form 5500 plan (Williams 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, Williams College Retirement Income Plan is a benefit plan reported by Williams College under EIN 04-2104847 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,025 participants and $651,307,393 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Williams College
EIN
04-2104847
Plan number
001
Plan type
2
Location
Williamstown, MA
Latest filing year
2023
Participants
3,025
End-of-year plan assets
$651,307,393

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,025H, C20241014124137NAL0026168753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$651,307,393
Total liabilities (EOY)
$0
Net assets (EOY)
$651,307,393
Net assets (BOY)
$584,630,971

Income & contributions

Employer contributions
$9,771,246
Participant contributions
$8,821,228
Total contributions
$21,053,003
Total income / additions
$102,614,200

Expenses & distributions

Benefits paid
$35,659,745
Administrative expenses
$251,674
Total expenses
$35,937,778
Net increase / (decrease)
$66,676,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$160,415$02023
Fiducient Advisors, LLCNONE$73,834not reported in the loaded dataset2023
Mp P.C.NONE$17,425not reported in the loaded dataset2023

Related Form 5500 pages