2023 Form 5500 filing — Bates College Money Purchase Pension 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 20241011102313NAL0021664993001) for Bates College Money Purchase Pension Plan, reported by President And Trustees Of Bates College under EIN 01-0211781 and plan number 005. It reports 1,937 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102313NAL0021664993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- President And Trustees Of Bates College
- EIN
- 01-0211781
- Plan number
- 005
- Location
- Lewiston, ME
- Participants
- 1,937
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,776,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,776,659
- Employer contributions
- $4,822,730
- Total income / additions
- $25,307,426
- Benefits paid
- $6,443,092
- Administrative expenses
- $91,906
- Total expenses
- $6,534,998
- Net increase / (decrease)
- $18,772,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $46,673 | $0 |
| Sageview Advisory Group, LLC | NONE | $31,483 | not reported in the loaded dataset |
| Berry Dunn Mcneil & Parker LLC | NONE | $13,750 | not reported in the loaded dataset |