2023 Form 5500 filing — Bryn Mawr 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 20241004083158NAL0020011568001) for Bryn Mawr College Retirement Plan, reported by Bryn Mawr College under EIN 23-1352621 and plan number 001. It reports 1,981 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004083158NAL0020011568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bryn Mawr College
- EIN
- 23-1352621
- Plan number
- 001
- Location
- Bryn Mawr, PA
- Participants
- 1,981
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $306,015,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $306,015,598
- Employer contributions
- $5,604,175
- Participant contributions
- $4,051,104
- Total income / additions
- $52,144,757
- Benefits paid
- $21,092,041
- Administrative expenses
- $129,097
- Total expenses
- $21,289,213
- Net increase / (decrease)
- $30,855,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | NONE | $49,500 | not reported in the loaded dataset |
| Tiaa | NONE | $37,585 | $0 |
| Grant Thornton Llp | NONE | $26,250 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $14,353 | $0 |
| National Financial Services | NONE | $0 | $0 |