Hope College Invest Plan — Form 5500 plan (Hope 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, Hope College Invest Plan is a benefit plan reported by Hope College under EIN 38-1381271 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,633 participants and $195,556,272 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hope College
EIN
38-1381271
Plan number
001
Plan type
2
Location
Holland, MI
Latest filing year
2023
Participants
1,633
End-of-year plan assets
$195,556,272

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,633H, C20241015070713NAL0028903761005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$195,556,272
Net assets (EOY)
$195,556,272
Net assets (BOY)
$181,502,980

Income & contributions

Employer contributions
$4,733,492
Participant contributions
$4,044,613
Total contributions
$9,474,010
Total income / additions
$37,099,494

Expenses & distributions

Benefits paid
$22,892,003
Administrative expenses
$154,141
Total expenses
$23,046,202
Net increase / (decrease)
$14,053,292

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$91,666$02023
Lpl FinancialBROKER$50,000not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages