Bowdoin College Retirement Plan — Form 5500 plan (Bowdoin College)

Plain-English plan 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, Bowdoin College Retirement Plan is a benefit plan reported by Bowdoin College under EIN 01-0215213 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,956 participants and $255,177,652 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bowdoin College
EIN
01-0215213
Plan number
004
Plan type
2
Location
Brunswick, ME
Latest filing year
2023
Participants
1,956
End-of-year plan assets
$255,177,652

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,956H, C20250415185422NAL0003825393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$255,177,652
Net assets (EOY)
$255,177,652
Net assets (BOY)
$222,769,815

Income & contributions

Employer contributions
$10,322,979
Total contributions
$10,322,979
Total income / additions
$47,612,044

Expenses & distributions

Benefits paid
$15,147,403
Administrative expenses
$56,804
Total expenses
$15,204,207
Net increase / (decrease)
$32,407,837

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$114,544$02023
Fiducient Advisors LLCCONSULTANTS$34,204not reported in the loaded dataset2023
Berry Dunn Mcneil & Parker LLCAUDITOR$22,600not reported in the loaded dataset2023

Related Form 5500 pages