Bryn Mawr College Retirement Plan — Form 5500 plan (Bryn Mawr 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, Bryn Mawr College Retirement Plan is a benefit plan reported by Bryn Mawr College under EIN 23-1352621 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,981 participants and $306,015,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bryn Mawr College
- EIN
- 23-1352621
- Plan number
- 001
- Plan type
- 2
- Location
- Bryn Mawr, PA
- Latest filing year
- 2023
- Participants
- 1,981
- End-of-year plan assets
- $306,015,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,981 | H, C | 20241004083158NAL0020011568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $306,015,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $306,015,598
- Net assets (BOY)
- $274,923,781
Income & contributions
- Employer contributions
- $5,604,175
- Participant contributions
- $4,051,104
- Total contributions
- $10,424,684
- Total income / additions
- $52,144,757
Expenses & distributions
- Benefits paid
- $21,092,041
- Administrative expenses
- $129,097
- Total expenses
- $21,289,213
- Net increase / (decrease)
- $30,855,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | NONE | $49,500 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $37,585 | $0 | 2023 |
| Grant Thornton Llp | NONE | $26,250 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $14,353 | $0 | 2023 |
| National Financial Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bryn Mawr College
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bryn Mawr, PA
- Mma Securities LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation