Plan5500

College Foundation, Inc. Post Retirement Benefit Plan — Form 5500 plan (College Foundation, 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, College Foundation, Inc. Post Retirement Benefit Plan is a benefit plan reported by College Foundation, Inc. under EIN 56-6046937 and plan number 503. The latest loaded filing year is 2023. The filing reports 205 participants and $12,372,422 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
College Foundation, Inc.
EIN
56-6046937
Plan number
503
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
205
End-of-year plan assets
$12,372,422

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20250414064438NAL0003034962001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,372,422
Total liabilities (EOY)
$7,064
Net assets (EOY)
$12,365,358
Net assets (BOY)
$11,213,030

Income & contributions

Total contributions
$0
Total income / additions
$1,390,479

Expenses & distributions

Benefits paid
$216,761
Administrative expenses
$21,390
Total expenses
$238,151
Net increase / (decrease)
$1,152,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fund Direct Advisorsnot reported in the loaded dataset$21,390not reported in the loaded dataset2023

Related Form 5500 pages