Connecticut College Defined Contribution And Tda Retirement Plan — Form 5500 plan (Connecticut 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, Connecticut College Defined Contribution And Tda Retirement Plan is a benefit plan reported by Connecticut College under EIN 06-0646587 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,682 participants and $288,010,322 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Connecticut College
EIN
06-0646587
Plan number
001
Plan type
2
Location
New London, CT
Latest filing year
2023
Participants
1,682
End-of-year plan assets
$288,010,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,682H, C20240701110705NAL0003741185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$288,010,322
Net assets (EOY)
$288,010,322
Net assets (BOY)
$260,252,942

Income & contributions

Employer contributions
$4,078,695
Participant contributions
$3,689,991
Total contributions
$9,843,843
Total income / additions
$45,508,291

Expenses & distributions

Benefits paid
$17,569,169
Administrative expenses
$170,784
Total expenses
$17,750,911
Net increase / (decrease)
$27,757,380

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaanot reported in the loaded dataset$99,574$02023
Capfinancial Partnersnot reported in the loaded dataset$43,076not reported in the loaded dataset2023
Mp P.C.not reported in the loaded dataset$15,475not reported in the loaded dataset2023
Capfinancial Partnersnot reported in the loaded dataset$14,359not reported in the loaded dataset2023

Related Form 5500 pages