Carthage College Defined Contribution Plan — Form 5500 plan (Carthage 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, Carthage College Defined Contribution Plan is a benefit plan reported by Carthage College under EIN 37-0661496 and plan number 002. The latest loaded filing year is 2023. The filing reports 868 participants and $123,243,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carthage College
- EIN
- 37-0661496
- Plan number
- 002
- Plan type
- 2
- Location
- Kenosha, WI
- Latest filing year
- 2023
- Participants
- 868
- End-of-year plan assets
- $123,243,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 868 | H, C | 20240528083919NAL0010579985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,243,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,243,428
- Net assets (BOY)
- $111,756,343
Income & contributions
- Employer contributions
- $1,340,593
- Participant contributions
- $1,584,723
- Total contributions
- $3,729,476
- Total income / additions
- $19,894,885
Expenses & distributions
- Benefits paid
- $8,289,885
- Administrative expenses
- $109,523
- Total expenses
- $8,407,800
- Net increase / (decrease)
- $11,487,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallager Benefit Services, Inc. | NONE | $80,244 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Insurance & Annuity | NONE | $28,496 | $0 | 2023 |