Armand Hammer United World College Of The American West — Form 5500 plan (Armand Hammer United World College Of The American West)
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, Armand Hammer United World College Of The American West is a benefit plan reported by Armand Hammer United World College Of The American West under EIN 85-0297355 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $9,702,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Armand Hammer United World College Of The American West
- EIN
- 85-0297355
- Plan number
- 001
- Plan type
- 2
- Location
- Montezuma, NM
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $9,702,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241120120923NAL0006588224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,702,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,702,744
- Net assets (BOY)
- $9,751,916
Income & contributions
- Employer contributions
- $315,079
- Participant contributions
- $581,997
- Total contributions
- $902,878
- Total income / additions
- $2,245,890
Expenses & distributions
- Benefits paid
- $2,223,765
- Administrative expenses
- $66,443
- Total expenses
- $2,295,062
- Net increase / (decrease)
- -$49,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $43,300 | $0 | 2023 |
| Longview Asset Management | ADVISOR | $19,949 | not reported in the loaded dataset | 2023 |
| Valic | RECORDKEEPER | $3,494 | $0 | 2023 |