Middlebury College Voluntary Retirement Plan — Form 5500 plan (President & Fellows Of Middlebury 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, Middlebury College Voluntary Retirement Plan is a benefit plan reported by President & Fellows Of Middlebury College under EIN 03-0179298 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,356 participants and $293,937,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
President & Fellows Of Middlebury College
EIN
03-0179298
Plan number
004
Plan type
2
Location
Middlebury, VT
Latest filing year
2023
Participants
2,356
End-of-year plan assets
$293,937,464

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,356H, C20241004124237NAL0020418592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$293,937,464
Total liabilities (EOY)
$0
Net assets (EOY)
$293,937,464
Net assets (BOY)
$269,425,824

Income & contributions

Participant contributions
$6,841,837
Total contributions
$8,348,822
Total income / additions
$43,161,900

Expenses & distributions

Benefits paid
$18,560,010
Administrative expenses
$90,250
Total expenses
$18,650,260
Net increase / (decrease)
$24,511,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$90,250$02023

Related Form 5500 pages