The Claremont Colleges, Inc. Academic Retirement Plan — Form 5500 plan (The Claremont Colleges Services)

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 Claremont Colleges, Inc. Academic Retirement Plan is a benefit plan reported by The Claremont Colleges Services under EIN 95-4786748 and plan number 001. The latest loaded filing year is 2023. The filing reports 783 participants and $60,624,533 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Claremont Colleges Services
EIN
95-4786748
Plan number
001
Plan type
2
Location
Claremont, CA
Latest filing year
2023
Participants
783
End-of-year plan assets
$60,624,533

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023783H, C20241014133852NAL0015021603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,624,533
Total liabilities (EOY)
$0
Net assets (EOY)
$60,624,533
Net assets (BOY)
$52,656,205

Income & contributions

Employer contributions
$2,163,715
Participant contributions
$1,143,294
Total contributions
$3,659,658
Total income / additions
$11,510,526

Expenses & distributions

Benefits paid
$3,525,535
Administrative expenses
$16,663
Total expenses
$3,542,198
Net increase / (decrease)
$7,968,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$16,663$02023

Related Form 5500 pages