2023 Form 5500 filing — Trinity College 403(B) 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 20241212133408NAL0007849891001) for Trinity College 403(B) Retirement Plan, reported by Trinity College under EIN 06-0646927 and plan number 001. It reports 1,882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212133408NAL0007849891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trinity College
- EIN
- 06-0646927
- Plan number
- 001
- Location
- Hartford, CT
- Participants
- 1,882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $357,206,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $357,206,313
- Employer contributions
- $4,625,372
- Participant contributions
- $3,706,153
- Total income / additions
- $52,107,328
- Benefits paid
- $22,324,795
- Administrative expenses
- $128,844
- Total expenses
- $22,457,289
- Net increase / (decrease)
- $29,650,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $58,603 | $0 |
| Fiduciary Investment Advisors LLC | NONE | $45,000 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $12,950 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $11,014 | not reported in the loaded dataset |