Defined Benefit Retirement Plan For Dartmouth College Staff — Form 5500 plan (Trustees Of Dartmouth 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, Defined Benefit Retirement Plan For Dartmouth College Staff is a benefit plan reported by Trustees Of Dartmouth College under EIN 02-0222111 and plan number 002. The latest loaded filing year is 2023. The filing reports 998 participants and $106,350,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Dartmouth College
- EIN
- 02-0222111
- Plan number
- 002
- Plan type
- 2
- Location
- Hanover, NH
- Latest filing year
- 2023
- Participants
- 998
- End-of-year plan assets
- $106,350,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 998 | H, C | 20240730143123NAL0020917825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,350,208
- Total liabilities (EOY)
- $57,869
- Net assets (EOY)
- $106,292,339
- Net assets (BOY)
- $102,891,179
Income & contributions
- Total income / additions
- $12,567,499
Expenses & distributions
- Benefits paid
- $8,831,374
- Administrative expenses
- $334,965
- Total expenses
- $9,166,339
- Net increase / (decrease)
- $3,401,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Institutional Trust Co.Na | NONE | $209,157 | $0 | 2023 |
| Bny Mellon | NONE | $30,000 | not reported in the loaded dataset | 2023 |