2023 Form 5500 filing — Oberlin College Defined Contribution And Tax Deferred Annuity 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 20241015191239NAL0029468289001) for Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan, reported by Oberlin College under EIN 34-0714363 and plan number 001. It reports 2,420 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)$498.6MReported net assets$498,649,013
Participants2.4K2,420
Provider compensation$127.6K4 Schedule C row(s)$127,615
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015191239NAL0029468289001
- Plan sponsor
- Oberlin College
- EIN
- 34-0714363
- Plan number
- 001
- Location
- Oberlin, OH
- 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)$498.6M total assets
Net assets$498.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $498,649,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $498,649,013
- Employer contributions
- $6,074,637
- Participant contributions
- $6,911,034
- Total income / additions
- $74,358,126
- Benefits paid
- $39,991,346
- Administrative expenses
- $125,148
- Total expenses
- $40,116,494
- Net increase / (decrease)
- $34,241,632
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Svcs LLC | NONE | $57,812 | not reported in the loaded dataset |
| Tiaa | NONE | $38,676 | $0 |
| Rsm Us Llp | NONE | $26,000 | not reported in the loaded dataset |
| Ameriprise Financial Services, Inc. | NONE | $0 | $5,127 |