Gettysburg College Tax Deferred Annuity Plan — Form 5500 plan (Gettysburg 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, Gettysburg College Tax Deferred Annuity Plan is a benefit plan reported by Gettysburg College under EIN 23-1352641 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,201 participants and $90,536,693 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gettysburg College
EIN
23-1352641
Plan number
003
Plan type
2
Location
Gettysburg, PA
Latest filing year
2023
Participants
1,201
End-of-year plan assets
$90,536,693

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,201H, C20240829085847NAL0024073600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,536,693
Total liabilities (EOY)
$0
Net assets (EOY)
$90,536,693
Net assets (BOY)
$81,380,270

Income & contributions

Participant contributions
$3,604,434
Total contributions
$4,353,840
Total income / additions
$16,029,048

Expenses & distributions

Benefits paid
$6,792,943
Administrative expenses
$76,780
Total expenses
$6,872,625
Net increase / (decrease)
$9,156,423

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$65,249$02023
Fiducient Advisors, LLCNONE$11,084not reported in the loaded dataset2023
Fidelity Inv Inst Operation Co, LLCNONE$162$02023

Related Form 5500 pages