Folger Shakespeare Library Staff 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, Folger Shakespeare Library Staff Retirement Plan is a benefit plan reported by Amherst College Trustees under EIN 04-2103542 and plan number 004. The latest loaded filing year is 2023. The filing reports 98 participants and $3,047,758 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
004
Plan type
2
Location
Amherst, MA
Latest filing year
2023
Participants
98
End-of-year plan assets
$3,047,758

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202398H, C20250414111940NAL0003006112003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,047,758
Net assets (EOY)
$3,047,758
Net assets (BOY)
$2,877,053

Income & contributions

Total income / additions
$334,108

Expenses & distributions

Benefits paid
$163,403
Total expenses
$163,403
Net increase / (decrease)
$170,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$10,000$02023

Related Form 5500 pages