Allegheny College Defined Contribution Retirement Plan — Form 5500 plan (Allegheny 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, Allegheny College Defined Contribution Retirement Plan is a benefit plan reported by Allegheny College under EIN 25-0965212 and plan number 001. The latest loaded filing year is 2023. The filing reports 958 participants and $144,339,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allegheny College
- EIN
- 25-0965212
- Plan number
- 001
- Plan type
- 2
- Location
- Meadville, PA
- Latest filing year
- 2023
- Participants
- 958
- End-of-year plan assets
- $144,339,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 958 | H, C | 20241015074154NAL0015946131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,339,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,339,545
- Net assets (BOY)
- $137,146,832
Income & contributions
- Employer contributions
- $1,121,508
- Participant contributions
- $1,685,879
- Total contributions
- $3,157,886
- Total income / additions
- $20,576,914
Expenses & distributions
- Benefits paid
- $13,335,539
- Administrative expenses
- $48,662
- Total expenses
- $13,384,201
- Net increase / (decrease)
- $7,192,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $48,662 | $0 | 2023 |