2023 Form 5500 filing — The College Of Idaho 403(B) Retirement 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 20240723161219NAL0007493043001) for The College Of Idaho 403(B) Retirement Plan, reported by The College Of Idaho under EIN 82-0200906 and plan number 001. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723161219NAL0007493043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The College Of Idaho
- EIN
- 82-0200906
- Plan number
- 001
- Location
- Caldwell, ID
- Participants
- 624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,997,867
- Net assets (EOY)
- $47,997,867
- Employer contributions
- $776,624
- Participant contributions
- $1,257,271
- Total income / additions
- $9,072,153
- Benefits paid
- $3,622,069
- Administrative expenses
- $58,390
- Total expenses
- $3,693,865
- Net increase / (decrease)
- $5,378,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $46,947 | $0 |
| Ameriprise Financial | NONE | $11,443 | $517 |