Plan5500

The Claremont Colleges Services — 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, The Claremont Colleges Services (EIN 95-4786748) is a plan sponsor located in Claremont, CA with 1 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
95-4786748
Location
Claremont, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$60.6MSummed across loaded plans$60,624,533
Total reported assets$60.6M$60,624,533
Total reported participants4.4K4,384
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$60.6M total assets
Net assets$60.6MLiabilities$0
Contributions & income
Employer contributions$2.2M
Participant contributions$1.1M
Total income / additions$11.5M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.5M
Net increase / (decrease)$8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%The Claremont Colleges, Inc. Academic Retirement Plan
Participants per plan2,192Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    The Claremont Colleges, Inc. Academic Retirement Plan$60.6M
    Plan #001 · 783 participants · 2023
  2. 2
    The Claremont Colleges Health & Welfare Benefitsnot reported in the loaded dataset
    Plan #522 · 3,601 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Claremont Colleges Services
YearPlanParticipantsSchedulesFiling
2023The Claremont Colleges Health & Welfare Benefits3,601—20240724094407NAL0012444321001
2023The Claremont Colleges, Inc. Academic Retirement Plan783H, C20241014133852NAL0015021603001

Related Form 5500 pages