Amherst College Defined Contribution Retirement Plan — Form 5500 plan (Amherst College Trustees)

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, Amherst College Defined Contribution Retirement Plan is a benefit plan reported by Amherst College Trustees under EIN 04-2103542 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,749 participants and $578,910,202 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amherst College Trustees
EIN
04-2103542
Plan number
001
Plan type
2
Location
Amherst, MA
Latest filing year
2023
Participants
3,749
End-of-year plan assets
$578,910,202

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,749H, C20250414111940NAL0003006112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$578,910,202
Net assets (EOY)
$578,910,202
Net assets (BOY)
$515,731,484

Income & contributions

Employer contributions
$10,802,595
Participant contributions
$8,928,494
Total contributions
$20,882,963
Total income / additions
$88,571,294

Expenses & distributions

Benefits paid
$25,098,515
Administrative expenses
$294,061
Total expenses
$25,392,576
Net increase / (decrease)
$63,178,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaSERVICE PROVIDER$229,526$02023
Mp P.C.AUDITORS$44,000not reported in the loaded dataset2023
Global Retirement Partners, LLCINVESTMENT ADVISORS$20,000not reported in the loaded dataset2023

Related Form 5500 pages