Hiram College Retirement Plan — Form 5500 plan (Hiram 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, Hiram College Retirement Plan is a benefit plan reported by Hiram College under EIN 34-0714670 and plan number 001. The latest loaded filing year is 2023. The filing reports 689 participants and $60,264,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hiram College
- EIN
- 34-0714670
- Plan number
- 001
- Plan type
- 2
- Location
- Hiram, OH
- Latest filing year
- 2023
- Participants
- 689
- End-of-year plan assets
- $60,264,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 689 | H, C | 20241012161210NAL0024722209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,264,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,264,763
- Net assets (BOY)
- $57,094,117
Income & contributions
- Employer contributions
- $202,609
- Participant contributions
- $541,776
- Total contributions
- $744,985
- Total income / additions
- $7,621,926
Expenses & distributions
- Benefits paid
- $4,327,991
- Administrative expenses
- $123,289
- Total expenses
- $4,451,280
- Net increase / (decrease)
- $3,170,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $29,271 | $0 | 2023 |
| Clearstead Advisors, LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $11,000 | not reported in the loaded dataset | 2023 |