Hampshire College 403(B) Retirement Plan — Form 5500 plan (Trustees Of Hampshire 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, Hampshire College 403(B) Retirement Plan is a benefit plan reported by Trustees Of Hampshire College under EIN 04-6130872 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,088 participants and $153,557,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Hampshire College
- EIN
- 04-6130872
- Plan number
- 001
- Plan type
- 2
- Location
- Amherst, MA
- Latest filing year
- 2023
- Participants
- 1,088
- End-of-year plan assets
- $153,557,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,088 | H, C | 20241008084217NAL0016345185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,557,669
- Net assets (EOY)
- $153,557,669
- Net assets (BOY)
- $141,811,675
Income & contributions
- Employer contributions
- $1,132,563
- Participant contributions
- $1,409,715
- Total contributions
- $3,353,076
- Total income / additions
- $22,658,927
Expenses & distributions
- Benefits paid
- $10,828,637
- Administrative expenses
- $84,296
- Total expenses
- $10,912,933
- Net increase / (decrease)
- $11,745,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $59,377 | $0 | 2023 |
| Sageview Advisory Group, LLC | not reported in the loaded dataset | $11,000 | not reported in the loaded dataset | 2023 |
| Mp P.C. | not reported in the loaded dataset | $9,000 | not reported in the loaded dataset | 2023 |
| The Angell Pnsion Group, Inc. | not reported in the loaded dataset | $5,594 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Hampshire College
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Amherst, MA
- Tiaa — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Mp P.C. — Schedule C compensation
- The Angell Pnsion Group, Inc. — Schedule C compensation