2023 Form 5500 filing — Carthage College Defined Contribution Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240528083919NAL0010579985001) for Carthage College Defined Contribution Plan, reported by Carthage College under EIN 37-0661496 and plan number 002. It reports 868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240528083919NAL0010579985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carthage College
- EIN
- 37-0661496
- Plan number
- 002
- Location
- Kenosha, WI
- Participants
- 868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,243,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,243,428
- Employer contributions
- $1,340,593
- Participant contributions
- $1,584,723
- Total income / additions
- $19,894,885
- Benefits paid
- $8,289,885
- Administrative expenses
- $109,523
- Total expenses
- $8,407,800
- Net increase / (decrease)
- $11,487,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallager Benefit Services, Inc. | NONE | $80,244 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance & Annuity | NONE | $28,496 | $0 |