2023 Form 5500 filing — Augustana 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 20241015123348NAL0049409440001) for Augustana College Retirement Plan, reported by Augustana College under EIN 36-2166962 and plan number 003. It reports 1,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123348NAL0049409440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Augustana College
- EIN
- 36-2166962
- Plan number
- 003
- Location
- Rock Island, IL
- Participants
- 1,051
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,744,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,744,027
- Employer contributions
- $1,835,226
- Participant contributions
- $3,236,576
- Total income / additions
- $19,894,265
- Benefits paid
- $3,787,693
- Administrative expenses
- $142,360
- Total expenses
- $3,930,053
- Net increase / (decrease)
- $15,964,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers And Annuity Assoc. | NONE | $97,541 | $0 |
| Planpilot, LLC | NONE | $19,709 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $17,950 | not reported in the loaded dataset |
| Augustana College | NONE | $6,374 | not reported in the loaded dataset |