Rocky Mountain College Defined Contribution Retirement Plan — Form 5500 plan (Rocky Mountain 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, Rocky Mountain College Defined Contribution Retirement Plan is a benefit plan reported by Rocky Mountain College under EIN 81-0235407 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $30,155,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rocky Mountain College
- EIN
- 81-0235407
- Plan number
- 001
- Plan type
- 2
- Location
- Billings, MT
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $30,155,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20240930125555NAL0005556145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,155,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,155,541
- Net assets (BOY)
- $26,152,388
Income & contributions
- Employer contributions
- $413,728
- Participant contributions
- $740,006
- Total contributions
- $1,153,734
- Total income / additions
- $5,323,590
Expenses & distributions
- Benefits paid
- $1,320,345
- Administrative expenses
- $92
- Total expenses
- $1,320,437
- Net increase / (decrease)
- $4,003,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus & Co | INVESTMENT ADVISOR | $29,059 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $92 | not reported in the loaded dataset | 2023 |