Plan5500

Morehouse College — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Morehouse College (EIN 58-0566205) is a plan sponsor located in Atlanta, GA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-0566205
Location
Atlanta, GA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Morehouse College

  • 3 loaded plans hold $92.8M in reported assets.
  • The largest, Morehouse College Defined Contribution Plan, holds 83% of this company's reported plan assets.
  • Plans cover 2,035 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$92.8MSummed across loaded plans$92,793,054
Total reported assets$92.8M$92,793,054
Total reported participants2K2,035
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$92.8M total assets
Net assets$92.8MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$1.9M
Total income / additions$14.4M
Expenses & distributions
Benefits paid / distributions$4.5M
Total expenses$4.7M
Net increase / (decrease)$9.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets83%Morehouse College Defined Contribution Plan
Participants per plan678Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Morehouse College Defined Contribution Plan$76.9M
    Plan #001 · 1,365 participants · 2023
  2. 2
    Morehouse College Tax Deferred Annuity Plan$15.9M
    Plan #002 · 361 participants · 2023
  3. 3
    Morehouse College Employee Health Care Plannot reported in the loaded dataset
    Plan #501 · 309 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Morehouse College. Open one for its full reported snapshot.

  1. 2023
    Morehouse College Employee Health Care Plan309 participants · 2No schedules
    View filing →
  2. 2023
    Morehouse College Tax Deferred Annuity Plan361 participants · 2Sch HSch C
    View filing →
  3. 2023
    Morehouse College Defined Contribution Plan1,365 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Morehouse College report on Form 5500?
Morehouse College (EIN 58-0566205) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Morehouse College?
The Employer Identification Number (EIN) reported for Morehouse College is 58-0566205.
What is the latest Form 5500 filing year for Morehouse College?
The latest loaded Form 5500 filing year for Morehouse College is 2023.

Related Form 5500 pages