Cash Balance Pension Plan For Staff Employees Of Mount Holyoke College — Form 5500 plan (Mount Holyoke College)
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, Cash Balance Pension Plan For Staff Employees Of Mount Holyoke College is a benefit plan reported by Mount Holyoke College under EIN 04-2103578 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $14,551,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mount Holyoke College
- EIN
- 04-2103578
- Plan number
- 001
- Plan type
- 2
- Location
- South Hadley, MA
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $14,551,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20250415165212NAL0003604001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,551,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,551,499
- Net assets (BOY)
- $13,953,497
Income & contributions
- Employer contributions
- $633,000
- Total contributions
- $633,000
- Total income / additions
- $1,460,621
Expenses & distributions
- Benefits paid
- $615,687
- Administrative expenses
- $246,932
- Total expenses
- $862,619
- Net increase / (decrease)
- $598,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | NONE | $59,078 | not reported in the loaded dataset | 2023 |
| Shepherd Kaplan LLC | NONE | $51,600 | not reported in the loaded dataset | 2023 |
| Moriarty & Primack, P.C. | NONE | $31,875 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $9,026 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mount Holyoke College
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in South Hadley, MA
- Usi Consulting Group — Schedule C compensation
- Shepherd Kaplan LLC — Schedule C compensation
- Moriarty & Primack, P.C. — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation