2023 Form 5500 filing — Mount Holyoke College Defined Contribution 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 20241015124814NAL0056212498001) for Mount Holyoke College Defined Contribution Retirement Plan, reported by Trustees Of Mount Holyoke College under EIN 04-2103578 and plan number 002. It reports 2,944 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124814NAL0056212498001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Mount Holyoke College
- EIN
- 04-2103578
- Plan number
- 002
- Location
- South Hadley, MA
- Participants
- 2,944
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $393,461,547
- Net assets (EOY)
- $393,461,547
- Employer contributions
- $6,537,892
- Participant contributions
- $5,005,114
- Total income / additions
- $64,475,704
- Benefits paid
- $34,829,737
- Administrative expenses
- $225,738
- Total expenses
- $35,055,475
- Net increase / (decrease)
- $29,420,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | SERVICE PROVIDER | $15,000 | not reported in the loaded dataset |
| Mp P.C. | AUDIT FEES | $8,000 | not reported in the loaded dataset |
| Angell Pension Group | SERVICE PROVIDER | $6,431 | not reported in the loaded dataset |