Hillsdale College Defined Contribution Retirement Plan — Form 5500 plan (Hillsdale 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, Hillsdale College Defined Contribution Retirement Plan is a benefit plan reported by Hillsdale College under EIN 38-1374230 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,212 participants and $178,546,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillsdale College
- EIN
- 38-1374230
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsdale, MI
- Latest filing year
- 2023
- Participants
- 1,212
- End-of-year plan assets
- $178,546,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,212 | H, C | 20241015092809NAL0016057747002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,546,215
- Net assets (EOY)
- $178,546,215
- Net assets (BOY)
- $151,311,101
Income & contributions
- Employer contributions
- $5,272,881
- Participant contributions
- $4,366,793
- Total contributions
- $10,190,918
- Total income / additions
- $35,168,579
Expenses & distributions
- Benefits paid
- $7,625,017
- Administrative expenses
- $330,375
- Total expenses
- $7,955,392
- Net increase / (decrease)
- $27,213,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tfo-Tdc LLC | CONSULTING | $208,036 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $94,064 | $0 | 2023 |
| Tiaa-Cref | RECORDKEEPER | $21,397 | $0 | 2023 |
| Vanguard | RECORDKEEPER | $5,389 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Institutional Op | RECORDKEEPER | $1,490 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hillsdale College
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Hillsdale, MI
- Tfo-Tdc LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Vanguard — Schedule C compensation
- Fidelity Inv Institutional Op — Schedule C compensation
- National Financial Services — Schedule C compensation