Mitchell College Retirement Plan — Form 5500 plan (Mitchell 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, Mitchell College Retirement Plan is a benefit plan reported by Mitchell College under EIN 06-0662150 and plan number 002. The latest loaded filing year is 2023. The filing reports 624 participants and $34,437,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitchell College
- EIN
- 06-0662150
- Plan number
- 002
- Plan type
- 2
- Location
- New London, CT
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $34,437,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20241010132444NAL0034128016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,437,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,437,509
- Net assets (BOY)
- $30,431,163
Income & contributions
- Employer contributions
- $516,939
- Participant contributions
- $576,051
- Total contributions
- $1,092,990
- Total income / additions
- $5,477,093
Expenses & distributions
- Benefits paid
- $1,455,155
- Administrative expenses
- $12,642
- Total expenses
- $1,470,747
- Net increase / (decrease)
- $4,006,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $9,442 | $0 | 2023 |