The College Of Idaho 403(B) Retirement Plan — Form 5500 plan (The College Of Idaho)
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, The College Of Idaho 403(B) Retirement Plan is a benefit plan reported by The College Of Idaho under EIN 82-0200906 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $47,997,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The College Of Idaho
- EIN
- 82-0200906
- Plan number
- 001
- Plan type
- 2
- Location
- Caldwell, ID
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $47,997,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20240723161219NAL0007493043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,997,867
- Net assets (EOY)
- $47,997,867
- Net assets (BOY)
- $42,619,579
Income & contributions
- Employer contributions
- $776,624
- Participant contributions
- $1,257,271
- Total contributions
- $2,213,791
- Total income / additions
- $9,072,153
Expenses & distributions
- Benefits paid
- $3,622,069
- Administrative expenses
- $58,390
- Total expenses
- $3,693,865
- Net increase / (decrease)
- $5,378,288
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | NONE | $46,947 | $0 | 2023 |
| Ameriprise Financial | NONE | $11,443 | $517 | 2023 |