Plan5500

Augustana College Defined Contribution Retirement Plan — Form 5500 plan (Augustana 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, Augustana College Defined Contribution Retirement Plan is a benefit plan reported by Augustana College under EIN 36-2166962 and plan number 007. The latest loaded filing year is 2023. The filing reports 707 participants and $89,055,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Augustana College
EIN
36-2166962
Plan number
007
Plan type
2
Location
Rock Island, IL
Latest filing year
2023
Participants
707
End-of-year plan assets
$89,055,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023707H, C20250531110020NAL0008618177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,055,906
Total liabilities (EOY)
$0
Net assets (EOY)
$89,055,906
Net assets (BOY)
$83,757,286

Income & contributions

Total contributions
$0
Total income / additions
$13,213,327

Expenses & distributions

Benefits paid
$7,848,122
Administrative expenses
$66,585
Total expenses
$7,914,707
Net increase / (decrease)
$5,298,620

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance & AnnuityN/A$39,485$02023
Cliftonlarsonallen LlpN/A$13,650not reported in the loaded dataset2023
Planpilot, LLCN/A$13,451not reported in the loaded dataset2023

Related Form 5500 pages