Elms College Retirement Savings Plan — Form 5500 plan (College Of Our Lady Of The Elms)
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, Elms College Retirement Savings Plan is a benefit plan reported by College Of Our Lady Of The Elms under EIN 04-2225850 and plan number 001. The latest loaded filing year is 2023. The filing reports 694 participants and $31,842,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- College Of Our Lady Of The Elms
- EIN
- 04-2225850
- Plan number
- 001
- Plan type
- 2
- Location
- Chicopee, MA
- Latest filing year
- 2023
- Participants
- 694
- End-of-year plan assets
- $31,842,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 694 | H, C | 20241015101840NAL0014387811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,842,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,842,521
- Net assets (BOY)
- $27,751,401
Income & contributions
- Employer contributions
- $504,013
- Participant contributions
- $934,938
- Total contributions
- $1,580,625
- Total income / additions
- $5,590,751
Expenses & distributions
- Benefits paid
- $1,483,037
- Administrative expenses
- $16,594
- Total expenses
- $1,499,631
- Net increase / (decrease)
- $4,091,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bfp Associates, Inc. | THIRD PARTY ADMIN | $16,344 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Insurance And Annuity | PLAN RECORDKEEPER | $700 | $0 | 2023 |