2023 Form 5500 filing — Lafayette College 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 20240918160137NAL0002725491001) for Lafayette College Retirement Plan, reported by Lafayette College under EIN 24-0795686 and plan number 001. It reports 2,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918160137NAL0002725491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lafayette College
- EIN
- 24-0795686
- Plan number
- 001
- Location
- Easton, PA
- Participants
- 2,367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $442,558,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $442,558,327
- Employer contributions
- $6,679,614
- Participant contributions
- $6,735,131
- Total income / additions
- $71,214,241
- Benefits paid
- $19,827,244
- Administrative expenses
- $207,216
- Total expenses
- $20,034,460
- Net increase / (decrease)
- $51,179,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors, LLC | NONE | $58,803 | not reported in the loaded dataset |
| Tiaa | NONE | $55,040 | $0 |
| Grant Thornton, Llp | NONE | $49,349 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $44,024 | $0 |