The College Of St. Scholastica 403(B) Retirement Plan — Form 5500 plan (College Of St. Scholastica, Inc.)
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, The College Of St. Scholastica 403(B) Retirement Plan is a benefit plan reported by College Of St. Scholastica, Inc. under EIN 41-0698301 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,123 participants and $132,993,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- College Of St. Scholastica, Inc.
- EIN
- 41-0698301
- Plan number
- 001
- Plan type
- 2
- Location
- Duluth, MN
- Latest filing year
- 2023
- Participants
- 1,123
- End-of-year plan assets
- $132,993,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,123 | H, C | 20240921075914NAL0015324032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,993,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $132,993,461
- Net assets (BOY)
- $119,422,791
Income & contributions
- Employer contributions
- $1,480,805
- Participant contributions
- $2,030,137
- Total contributions
- $4,640,219
- Total income / additions
- $21,752,133
Expenses & distributions
- Benefits paid
- $8,133,849
- Administrative expenses
- $47,614
- Total expenses
- $8,181,463
- Net increase / (decrease)
- $13,570,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | NONE | $31,250 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $15,960 | not reported in the loaded dataset | 2023 |
| Tiaa - Teachers Insurance And Annui | NONE | $1,150 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for College Of St. Scholastica, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Duluth, MN
- Sageview Advisory Group, LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Tiaa - Teachers Insurance And Annui — Schedule C compensation