Marietta College Retirement Plan For Eligible Employees — Form 5500 plan (Marietta 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, Marietta College Retirement Plan For Eligible Employees is a benefit plan reported by Marietta College under EIN 31-4379584 and plan number 001. The latest loaded filing year is 2023. The filing reports 475 participants and $81,790,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marietta College
- EIN
- 31-4379584
- Plan number
- 001
- Plan type
- 2
- Location
- Marietta, OH
- Latest filing year
- 2023
- Participants
- 475
- End-of-year plan assets
- $81,790,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 475 | H, C | 20241015205519NAL0017211523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,790,576
- Net assets (EOY)
- $81,790,576
- Net assets (BOY)
- $75,810,066
Income & contributions
- Employer contributions
- $1,910
- Participant contributions
- $1,503,476
- Total contributions
- $2,180,568
- Total income / additions
- $12,886,788
Expenses & distributions
- Benefits paid
- $6,840,141
- Administrative expenses
- $66,137
- Total expenses
- $6,906,278
- Net increase / (decrease)
- $5,980,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $66,137 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |