Berkeley College Retirement Plan — Form 5500 plan (Berkeley 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, Berkeley College Retirement Plan is a benefit plan reported by Berkeley College under EIN 22-2810633 and plan number 001. The latest loaded filing year is 2023. The filing reports 860 participants and $98,594,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berkeley College
- EIN
- 22-2810633
- Plan number
- 001
- Plan type
- 2
- Location
- Woodland Park, NJ
- Latest filing year
- 2023
- Participants
- 860
- End-of-year plan assets
- $98,594,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 860 | H, C | 20241003163755NAL0005927091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,594,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,594,854
- Net assets (BOY)
- $91,211,593
Income & contributions
- Participant contributions
- $3,060,496
- Total contributions
- $3,075,023
- Total income / additions
- $18,930,433
Expenses & distributions
- Benefits paid
- $11,403,200
- Administrative expenses
- $143,972
- Total expenses
- $11,547,172
- Net increase / (decrease)
- $7,383,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $70,722 | $0 | 2023 |
| Mercer | NONE | $58,250 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | NONE | $15,000 | not reported in the loaded dataset | 2023 |