2023 Form 5500 filing — Elms College Retirement Savings 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 20241015101840NAL0014387811001) for Elms College Retirement Savings Plan, reported by College Of Our Lady Of The Elms under EIN 04-2225850 and plan number 001. It reports 694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101840NAL0014387811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- College Of Our Lady Of The Elms
- EIN
- 04-2225850
- Plan number
- 001
- Location
- Chicopee, MA
- Participants
- 694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,842,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,842,521
- Employer contributions
- $504,013
- Participant contributions
- $934,938
- Total income / additions
- $5,590,751
- Benefits paid
- $1,483,037
- Administrative expenses
- $16,594
- Total expenses
- $1,499,631
- Net increase / (decrease)
- $4,091,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bfp Associates, Inc. | THIRD PARTY ADMIN | $16,344 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance And Annuity | PLAN RECORDKEEPER | $700 | $0 |