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 Core Retirement Plan is a benefit plan reported by President & Fellows Of Middlebury College under EIN 03-0179298 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,019 participants and $515,966,322 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $515,966,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $515,966,322
- Net assets (BOY)
- $455,364,556
Income & contributions
- Employer contributions
- $14,626,824
- Participant contributions
- $6,218,248
- Total contributions
- $20,845,072
- Total income / additions
- $88,689,860
Expenses & distributions
- Benefits paid
- $27,884,107
- Administrative expenses
- $203,987
- Total expenses
- $28,088,094
- Net increase / (decrease)
- $60,601,766