The American College Tax Deferred Annuity Plan — Form 5500 plan (The American 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, The American College Tax Deferred Annuity Plan is a benefit plan reported by The American College under EIN 23-1352008 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $30,993,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The American College
- EIN
- 23-1352008
- Plan number
- 002
- Plan type
- 2
- Location
- King Of Prussia, PA
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $30,993,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241015145043NAL0016671395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,993,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,993,867
- Net assets (BOY)
- $26,532,834
Income & contributions
- Employer contributions
- $1,225,351
- Participant contributions
- $1,925,334
- Total contributions
- $3,556,583
- Total income / additions
- $8,494,517
Expenses & distributions
- Benefits paid
- $3,952,600
- Administrative expenses
- $48,619
- Total expenses
- $4,033,484
- Net increase / (decrease)
- $4,461,033
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Rpcp | ADVISOR | $27,000 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $12,619 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $9,000 | not reported in the loaded dataset | 2023 |