Huntingdon College Retirement Annuity Plan Tiaa-Cref — Form 5500 plan (Huntingdon 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, Huntingdon College Retirement Annuity Plan Tiaa-Cref is a benefit plan reported by Huntingdon College under EIN 63-0288841 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $29,815,158 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.8MPlan net assets, end of year$29,815,158
Participants449Covered participants reported
Assets / participant$66.4KComputed: assets ÷ participants$66,403 (computed)
Provider compensation$65.5K2 Schedule C provider row(s)$65,502
- Plan sponsor
- Huntingdon College
- EIN
- 63-0288841
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20240930082530NAL0005319489001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29.8M total assets
Net assets$29.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,815,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,815,158
- Net assets (BOY)
- $25,990,470
Income & contributions
- Employer contributions
- $473,657
- Participant contributions
- $665,727
- Total contributions
- $1,257,370
- Total income / additions
- $5,315,756
Expenses & distributions
- Benefits paid
- $1,419,008
- Administrative expenses
- $72,060
- Total expenses
- $1,491,068
- Net increase / (decrease)
- $3,824,688
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $35,262 | not reported in the loaded dataset | 2023 |
| Teachers Insurance And Annuity Asso | INVESTMENT MANAGER, CUS | $30,240 | $0 | 2023 |