2023 Form 5500 filing — Claremont Mckenna College Academic 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 20241014140623NAL0015070115001) for Claremont Mckenna College Academic Retirement Plan, reported by Claremont Mckenna College under EIN 95-1664101 and plan number 001. It reports 1,322 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)$234.5MReported net assets$234,482,360
Participants1.3K1,322
Provider compensation$58.2K1 Schedule C row(s)$58,203
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014140623NAL0015070115001
- Plan sponsor
- Claremont Mckenna College
- EIN
- 95-1664101
- Plan number
- 001
- Location
- Claremont, CA
- 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)$234.5M total assets
Net assets$234.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $234,482,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $234,482,360
- Employer contributions
- $5,722,936
- Participant contributions
- $3,217,161
- Total income / additions
- $40,718,608
- Benefits paid
- $13,536,356
- Administrative expenses
- $58,203
- Total expenses
- $13,594,559
- Net increase / (decrease)
- $27,124,049
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $58,203 | $0 |