Berea College Retirement Plan — Form 5500 plan (Berea 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, Berea College Retirement Plan is a benefit plan reported by Berea College under EIN 61-0444650 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,641 participants and $158,325,024 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berea College
EIN
61-0444650
Plan number
001
Plan type
2
Location
Berea, KY
Latest filing year
2023
Participants
1,641
End-of-year plan assets
$158,325,024

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,641H, C20240911092303NAL0006823393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$158,325,024
Total liabilities (EOY)
$0
Net assets (EOY)
$158,325,024
Net assets (BOY)
$140,199,974

Income & contributions

Employer contributions
$2,946,265
Participant contributions
$3,094,167
Total contributions
$6,163,712
Total income / additions
$26,121,357

Expenses & distributions

Benefits paid
$7,808,486
Administrative expenses
$181,082
Total expenses
$7,996,307
Net increase / (decrease)
$18,125,050

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$97,760$02023
Planpilot, LLCNONE$71,085not reported in the loaded dataset2023
Forvis Mazars, LlpNONE$12,237not reported in the loaded dataset2023

Related Form 5500 pages