2023 Form 5500 filing — Huntingdon College Retirement Annuity Plan Tiaa-Cref
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 20240930082530NAL0005319489001) for Huntingdon College Retirement Annuity Plan Tiaa-Cref, reported by Huntingdon College under EIN 63-0288841 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$29.8MReported net assets$29,815,158
Participants449
Provider compensation$65.5K2 Schedule C row(s)$65,502
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240930082530NAL0005319489001
- Plan sponsor
- Huntingdon College
- EIN
- 63-0288841
- Plan number
- 001
- Location
- Montgomery, AL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29.8M total assets
Net assets$29.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $29,815,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,815,158
- Employer contributions
- $473,657
- Participant contributions
- $665,727
- Total income / additions
- $5,315,756
- Benefits paid
- $1,419,008
- Administrative expenses
- $72,060
- Total expenses
- $1,491,068
- Net increase / (decrease)
- $3,824,688
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $35,262 | not reported in the loaded dataset |
| Teachers Insurance And Annuity Asso | INVESTMENT MANAGER, CUS | $30,240 | $0 |