Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan — Form 5500 plan (Oberlin 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, Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan is a benefit plan reported by Oberlin College under EIN 34-0714363 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,420 participants and $498,649,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oberlin College
- EIN
- 34-0714363
- Plan number
- 001
- Plan type
- 2
- Location
- Oberlin, OH
- Latest filing year
- 2023
- Participants
- 2,420
- End-of-year plan assets
- $498,649,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,420 | H, C | 20241015191239NAL0029468289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $498,649,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $498,649,013
- Net assets (BOY)
- $464,407,381
Income & contributions
- Employer contributions
- $6,074,637
- Participant contributions
- $6,911,034
- Total contributions
- $16,063,984
- Total income / additions
- $74,358,126
Expenses & distributions
- Benefits paid
- $39,991,346
- Administrative expenses
- $125,148
- Total expenses
- $40,116,494
- Net increase / (decrease)
- $34,241,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Svcs LLC | NONE | $57,812 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $38,676 | $0 | 2023 |
| Rsm Us Llp | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services, Inc. | NONE | $0 | $5,127 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oberlin College
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Oberlin, OH
- Cbiz Investment Advisory Svcs LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Ameriprise Financial Services, Inc. — Schedule C compensation