Marist College Defined Contribution Retirement Plan — Form 5500 plan (Marist 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, Marist College Defined Contribution Retirement Plan is a benefit plan reported by Marist College under EIN 14-1442493 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,882 participants and $315,833,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marist College
EIN
14-1442493
Plan number
001
Plan type
2
Location
Poughkeepsie, NY
Latest filing year
2023
Participants
1,882
End-of-year plan assets
$315,833,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,882H, C20241010195252NAL0011868547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$315,833,850
Total liabilities (EOY)
$0
Net assets (EOY)
$315,833,850
Net assets (BOY)
$281,020,134

Income & contributions

Employer contributions
$6,182,093
Participant contributions
$5,282,666
Total contributions
$13,660,558
Total income / additions
$50,618,666

Expenses & distributions

Benefits paid
$15,555,826
Administrative expenses
$249,124
Total expenses
$15,804,950
Net increase / (decrease)
$34,813,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$123,070$02023
Capfinancial Partners, LLCNONE$87,455not reported in the loaded dataset2023
Grant Thornton, LlpNONE$40,174not reported in the loaded dataset2023

Related Form 5500 pages