The Commonfund Retirement Savings Plan — Form 5500 plan (The Common Fund For Nonprofits)
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 Commonfund Retirement Savings Plan is a benefit plan reported by The Common Fund For Nonprofits under EIN 23-7037968 and plan number 004. The latest loaded filing year is 2023. The filing reports 251 participants and $126,127,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Common Fund For Nonprofits
- EIN
- 23-7037968
- Plan number
- 004
- Plan type
- 2
- Location
- Wilton, CT
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $126,127,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241009114617NAL0019111953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,127,259
- Total liabilities (EOY)
- $47,000
- Net assets (EOY)
- $126,080,259
- Net assets (BOY)
- $105,271,201
Income & contributions
- Employer contributions
- $1,935,648
- Participant contributions
- $2,822,067
- Total contributions
- $5,812,320
- Total income / additions
- $25,997,067
Expenses & distributions
- Benefits paid
- $5,129,252
- Administrative expenses
- $58,757
- Total expenses
- $5,188,009
- Net increase / (decrease)
- $20,809,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $74,078 | not reported in the loaded dataset | 2023 |
| Pwc | ACCOUNTANT/AUDITOR | $47,000 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors LLC | ADVISOR | $26,931 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$91,252 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Common Fund For Nonprofits
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wilton, CT
- Cetera Advisor Networks LLC — Schedule C compensation
- Pwc — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation