Grinnell College Employees Retirement Savings Plan — Form 5500 plan (Trustees Of Grinnell 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, Grinnell College Employees Retirement Savings Plan is a benefit plan reported by Trustees Of Grinnell College under EIN 42-0680387 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,950 participants and $352,550,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Grinnell College
- EIN
- 42-0680387
- Plan number
- 001
- Plan type
- 2
- Location
- Grinnell, IA
- Latest filing year
- 2023
- Participants
- 1,950
- End-of-year plan assets
- $352,550,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,950 | H, C | 20241007113559NAL0015105665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $352,550,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $352,550,863
- Net assets (BOY)
- $315,100,984
Income & contributions
- Employer contributions
- $6,389,514
- Participant contributions
- $4,224,320
- Total contributions
- $14,921,095
- Total income / additions
- $57,200,227
Expenses & distributions
- Benefits paid
- $19,519,741
- Administrative expenses
- $230,607
- Total expenses
- $19,750,348
- Net increase / (decrease)
- $37,449,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $146,706 | $0 | 2023 |
| Cbiz Investment Advisory Services | NONE | $62,200 | not reported in the loaded dataset | 2023 |
| Spencer Fane Britt & Browne Llp | NONE | $13,978 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $8,400 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $72 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Grinnell College
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Grinnell, IA
- Tiaa — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Spencer Fane Britt & Browne Llp — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation