Champlain College Defined Contribution Retirement Plan — Form 5500 plan (Champlain College Incorporated)
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, Champlain College Defined Contribution Retirement Plan is a benefit plan reported by Champlain College Incorporated under EIN 03-0220266 and plan number 002. The latest loaded filing year is 2023. The filing reports 803 participants and $109,174,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Champlain College Incorporated
- EIN
- 03-0220266
- Plan number
- 002
- Plan type
- 2
- Location
- Burlington, VT
- Latest filing year
- 2023
- Participants
- 803
- End-of-year plan assets
- $109,174,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 803 | H, C | 20240822125950NAL0005136913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,174,879
- Total liabilities (EOY)
- $17,595
- Net assets (EOY)
- $109,157,284
- Net assets (BOY)
- $93,870,257
Income & contributions
- Employer contributions
- $2,868,862
- Participant contributions
- $2,507,383
- Total contributions
- $6,082,534
- Total income / additions
- $21,219,323
Expenses & distributions
- Benefits paid
- $5,901,572
- Administrative expenses
- $30,724
- Total expenses
- $5,932,296
- Net increase / (decrease)
- $15,287,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $30,712 | $0 | 2023 |