Beloit College Defined Contribution Retirement Plan — Form 5500 plan (Beloit 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, Beloit College Defined Contribution Retirement Plan is a benefit plan reported by Beloit College under EIN 39-0808497 and plan number 001. The latest loaded filing year is 2023. The filing reports 753 participants and $59,130,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beloit College
- EIN
- 39-0808497
- Plan number
- 001
- Plan type
- 2
- Location
- Beloit, WI
- Latest filing year
- 2023
- Participants
- 753
- End-of-year plan assets
- $59,130,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 753 | H, C | 20241015170821NAL0016940195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,130,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,130,082
- Net assets (BOY)
- $53,369,808
Income & contributions
- Employer contributions
- $893,490
- Participant contributions
- $290,871
- Total contributions
- $1,962,845
- Total income / additions
- $9,848,256
Expenses & distributions
- Benefits paid
- $4,065,608
- Administrative expenses
- $22,374
- Total expenses
- $4,087,982
- Net increase / (decrease)
- $5,760,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $22,376 | $0 | 2023 |