Haverford College Defined Contribution Retirement Plan — Form 5500 plan (Haverford 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, Haverford College Defined Contribution Retirement Plan is a benefit plan reported by Haverford College under EIN 23-6002304 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,590 participants and $247,205,224 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Haverford College
EIN
23-6002304
Plan number
002
Plan type
2
Location
Haverford, PA
Latest filing year
2023
Participants
1,590
End-of-year plan assets
$247,205,224

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,590H, C20240930153356NAL0005735441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$247,205,224
Total liabilities (EOY)
$0
Net assets (EOY)
$247,205,224
Net assets (BOY)
$223,098,768

Income & contributions

Employer contributions
$4,437,241
Participant contributions
$3,144,132
Total contributions
$7,848,071
Total income / additions
$42,101,168

Expenses & distributions

Benefits paid
$17,952,095
Administrative expenses
$42,617
Total expenses
$17,994,712
Net increase / (decrease)
$24,106,456

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$42,617$02023

Related Form 5500 pages