2023 Form 5500 filing — Macalester College 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 20240731091934NAL0021269313001) for Macalester College 403(B) Retirement Plan, reported by Macalester College under EIN 41-0693962 and plan number 001. It reports 1,475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731091934NAL0021269313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Macalester College
- EIN
- 41-0693962
- Plan number
- 001
- Location
- Saint Paul, MN
- Participants
- 1,475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $254,231,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $254,231,898
- Employer contributions
- $4,721,737
- Participant contributions
- $4,816,258
- Total income / additions
- $43,416,615
- Benefits paid
- $18,693,835
- Administrative expenses
- $209,682
- Total expenses
- $18,903,607
- Net increase / (decrease)
- $24,513,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $198,064 | $0 |
| Capfinancial Partners LLC | NONE | $8,000 | not reported in the loaded dataset |