Carroll College 403(B) Plan — Form 5500 plan (Carroll 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, Carroll College 403(B) Plan is a benefit plan reported by Carroll College under EIN 81-0231774 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $52,010,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carroll College
- EIN
- 81-0231774
- Plan number
- 001
- Plan type
- 2
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 590
- End-of-year plan assets
- $52,010,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 590 | H, C | 20240731163934NAL0034572544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,010,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,010,896
- Net assets (BOY)
- $47,109,914
Income & contributions
- Employer contributions
- $540,821
- Participant contributions
- $927,443
- Total contributions
- $1,657,224
- Total income / additions
- $8,427,943
Expenses & distributions
- Benefits paid
- $3,514,248
- Administrative expenses
- $75
- Total expenses
- $3,526,961
- Net increase / (decrease)
- $4,900,982
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $225 | $0 | 2023 |