Plan5500

Holy Cross Retirement Plan For Nonexempt Employees — Form 5500 plan (Trustees Of The College Of The Holy Cross)

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, Holy Cross Retirement Plan For Nonexempt Employees is a benefit plan reported by Trustees Of The College Of The Holy Cross under EIN 04-2103558 and plan number 002. The latest loaded filing year is 2023. The filing reports 804 participants and $80,979,875 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of The College Of The Holy Cross
EIN
04-2103558
Plan number
002
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
804
End-of-year plan assets
$80,979,875

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023804H, C20250409140336NAL0010922851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,979,875
Net assets (EOY)
$80,979,875
Net assets (BOY)
$76,984,652

Income & contributions

Total income / additions
$8,011,908

Expenses & distributions

Benefits paid
$3,494,476
Administrative expenses
$522,209
Total expenses
$4,016,685
Net increase / (decrease)
$3,995,223

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer, IncNONE$196,741not reported in the loaded dataset2023
Silchester International InvestorsNONE$168,064$02023
Fiducient AdvisorsNONE$50,650not reported in the loaded dataset2023
The Bank Of New York MellonNONE$23,697$02023
Verrill DanaNONE$5,873not reported in the loaded dataset2023

Related Form 5500 pages