Coe College Defined Contribution Retirement Plan — Form 5500 plan (Coe 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, Coe College Defined Contribution Retirement Plan is a benefit plan reported by Coe College under EIN 42-0686467 and plan number 001. The latest loaded filing year is 2023. The filing reports 662 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coe College
- EIN
- 42-0686467
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 662
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 662 | H, C | 20240731091809NAL0033615424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $77,035,783
Income & contributions
- Employer contributions
- $667,033
- Participant contributions
- $1,064,359
- Total contributions
- $3,513,820
- Total income / additions
- $11,932,374
Expenses & distributions
- Benefits paid
- $5,223,328
- Administrative expenses
- $104,625
- Total expenses
- $5,327,953
- Net increase / (decrease)
- $6,604,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $39,721 | $0 | 2023 |
| Planpilot, LLC | INVESTMENT ADVISORY | $32,506 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | PLAN AUDITOR | $32,398 | not reported in the loaded dataset | 2023 |