2023 Form 5500 filing — Cash Balance Pension Plan For Staff Employees Of Mount Holyoke College
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 20250415165212NAL0003604001001) for Cash Balance Pension Plan For Staff Employees Of Mount Holyoke College, reported by Mount Holyoke College under EIN 04-2103578 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415165212NAL0003604001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mount Holyoke College
- EIN
- 04-2103578
- Plan number
- 001
- Location
- South Hadley, MA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,551,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,551,499
- Employer contributions
- $633,000
- Total income / additions
- $1,460,621
- Benefits paid
- $615,687
- Administrative expenses
- $246,932
- Total expenses
- $862,619
- Net increase / (decrease)
- $598,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $59,078 | not reported in the loaded dataset |
| Shepherd Kaplan LLC | NONE | $51,600 | not reported in the loaded dataset |
| Moriarty & Primack, P.C. | NONE | $31,875 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $9,026 | not reported in the loaded dataset |