Kalamazoo College Defined Contribution Retirement Plan — Form 5500 plan (Kalamazoo 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, Kalamazoo College Defined Contribution Retirement Plan is a benefit plan reported by Kalamazoo College under EIN 38-1358014 and plan number 001. The latest loaded filing year is 2023. The filing reports 923 participants and $125,761,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kalamazoo College
- EIN
- 38-1358014
- Plan number
- 001
- Plan type
- 2
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 923
- End-of-year plan assets
- $125,761,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 923 | H, C | 20241015072048NAL0014187811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,761,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,761,655
- Net assets (BOY)
- $114,511,444
Income & contributions
- Employer contributions
- $1,960,106
- Participant contributions
- $1,852,793
- Total contributions
- $4,025,872
- Total income / additions
- $18,511,651
Expenses & distributions
- Benefits paid
- $7,175,134
- Administrative expenses
- $78,067
- Total expenses
- $7,261,440
- Net increase / (decrease)
- $11,250,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE KNOWN | $41,423 | $0 | 2023 |
| Resources Investment Advisors | NONE KNOWN | $27,000 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | NONE KNOWN | $9,000 | not reported in the loaded dataset | 2023 |