Lafayette College Retirement Plan — Form 5500 plan (Lafayette 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, Lafayette College Retirement Plan is a benefit plan reported by Lafayette College under EIN 24-0795686 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,367 participants and $442,558,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lafayette College
- EIN
- 24-0795686
- Plan number
- 001
- Plan type
- 2
- Location
- Easton, PA
- Latest filing year
- 2023
- Participants
- 2,367
- End-of-year plan assets
- $442,558,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,367 | H, C | 20240918160137NAL0002725491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $442,558,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $442,558,327
- Net assets (BOY)
- $391,378,546
Income & contributions
- Employer contributions
- $6,679,614
- Participant contributions
- $6,735,131
- Total contributions
- $15,033,274
- Total income / additions
- $71,214,241
Expenses & distributions
- Benefits paid
- $19,827,244
- Administrative expenses
- $207,216
- Total expenses
- $20,034,460
- Net increase / (decrease)
- $51,179,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors, LLC | NONE | $58,803 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $55,040 | $0 | 2023 |
| Grant Thornton, Llp | NONE | $49,349 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $44,024 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lafayette College
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Easton, PA
- Fiducient Advisors, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Grant Thornton, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation