2023 Form 5500 filing — Marietta College Retirement Plan For Eligible Employees
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 20241015205519NAL0017211523001) for Marietta College Retirement Plan For Eligible Employees, reported by Marietta College under EIN 31-4379584 and plan number 001. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015205519NAL0017211523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marietta College
- EIN
- 31-4379584
- Plan number
- 001
- Location
- Marietta, OH
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,790,576
- Net assets (EOY)
- $81,790,576
- Employer contributions
- $1,910
- Participant contributions
- $1,503,476
- Total income / additions
- $12,886,788
- Benefits paid
- $6,840,141
- Administrative expenses
- $66,137
- Total expenses
- $6,906,278
- Net increase / (decrease)
- $5,980,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $66,137 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | not reported in the loaded dataset | not reported in the loaded dataset |