2023 Form 5500 filing — St. Olaf 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 20241008103134NAL0033381442001) for St. Olaf College 403(B) Retirement Plan, reported by St. Olaf College under EIN 41-0693979 and plan number 001. It reports 2,080 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008103134NAL0033381442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Olaf College
- EIN
- 41-0693979
- Plan number
- 001
- Location
- Northfield, MN
- Participants
- 2,080
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $301,874,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $301,874,691
- Employer contributions
- $4,382,148
- Participant contributions
- $4,156,849
- Total income / additions
- $50,112,250
- Benefits paid
- $20,498,204
- Administrative expenses
- $262,607
- Total expenses
- $20,760,811
- Net increase / (decrease)
- $29,351,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $202,857 | $0 |
| Mercer Investment Consulting, Inc. | NONE | $45,000 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | NONE | $14,750 | not reported in the loaded dataset |