Augustana College Retirement Plan — Form 5500 plan (Augustana 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, Augustana College Retirement Plan is a benefit plan reported by Augustana College under EIN 36-2166962 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,051 participants and $102,744,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Augustana College
- EIN
- 36-2166962
- Plan number
- 003
- Plan type
- 2
- Location
- Rock Island, IL
- Latest filing year
- 2023
- Participants
- 1,051
- End-of-year plan assets
- $102,744,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,051 | H, C | 20241015123348NAL0049409440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,744,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,744,027
- Net assets (BOY)
- $86,833,559
Income & contributions
- Employer contributions
- $1,835,226
- Participant contributions
- $3,236,576
- Total contributions
- $6,074,490
- Total income / additions
- $19,894,265
Expenses & distributions
- Benefits paid
- $3,787,693
- Administrative expenses
- $142,360
- Total expenses
- $3,930,053
- Net increase / (decrease)
- $15,964,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers And Annuity Assoc. | NONE | $97,541 | $0 | 2023 |
| Planpilot, LLC | NONE | $19,709 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $17,950 | not reported in the loaded dataset | 2023 |
| Augustana College | NONE | $6,374 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Augustana College
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rock Island, IL
- Tiaa - Teachers And Annuity Assoc. — Schedule C compensation
- Planpilot, LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Augustana College — Schedule C compensation