Pitzer College Academic Retirement Plan — Form 5500 plan (Pitzer 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, Pitzer College Academic Retirement Plan is a benefit plan reported by Pitzer College under EIN 95-2261113 and plan number 001. The latest loaded filing year is 2023. The filing reports 808 participants and $135,667,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pitzer College
- EIN
- 95-2261113
- Plan number
- 001
- Plan type
- 2
- Location
- Claremont, CA
- Latest filing year
- 2023
- Participants
- 808
- End-of-year plan assets
- $135,667,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 808 | H, C | 20241014134457NAL0015039107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,667,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,667,849
- Net assets (BOY)
- $116,964,373
Income & contributions
- Employer contributions
- $2,922,817
- Participant contributions
- $1,252,088
- Total contributions
- $6,114,945
- Total income / additions
- $23,059,385
Expenses & distributions
- Benefits paid
- $4,329,395
- Administrative expenses
- $26,514
- Total expenses
- $4,355,909
- Net increase / (decrease)
- $18,703,476
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $26,514 | $0 | 2023 |