Trinity College 403(B) Retirement Plan — Form 5500 plan (Trinity 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, Trinity College 403(B) Retirement Plan is a benefit plan reported by Trinity College under EIN 06-0646927 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,882 participants and $357,206,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinity College
- EIN
- 06-0646927
- Plan number
- 001
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 1,882
- End-of-year plan assets
- $357,206,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,882 | H, C | 20241212133408NAL0007849891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $357,206,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $357,206,313
- Net assets (BOY)
- $327,556,274
Income & contributions
- Employer contributions
- $4,625,372
- Participant contributions
- $3,706,153
- Total contributions
- $8,580,493
- Total income / additions
- $52,107,328
Expenses & distributions
- Benefits paid
- $22,324,795
- Administrative expenses
- $128,844
- Total expenses
- $22,457,289
- Net increase / (decrease)
- $29,650,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $58,603 | $0 | 2023 |
| Fiduciary Investment Advisors LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $12,950 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $11,014 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trinity College
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Tiaa — Schedule C compensation
- Fiduciary Investment Advisors LLC — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation