Olivet College Dc Retirement Plan — Form 5500 plan (Olivet 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, Olivet College Dc Retirement Plan is a benefit plan reported by Olivet College under EIN 38-1459365 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $22,199,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Olivet College
- EIN
- 38-1459365
- Plan number
- 001
- Plan type
- 2
- Location
- Olivet, MI
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $22,199,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20241014110410NAL0027107329003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,199,955
- Net assets (EOY)
- $22,199,955
- Net assets (BOY)
- $20,179,507
Income & contributions
- Employer contributions
- $309,422
- Participant contributions
- $532,522
- Total contributions
- $986,707
- Total income / additions
- $3,965,280
Expenses & distributions
- Benefits paid
- $1,890,174
- Administrative expenses
- $54,658
- Total expenses
- $1,944,832
- Net increase / (decrease)
- $2,020,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Miller Financial Services, LLC | not reported in the loaded dataset | $22,663 | not reported in the loaded dataset | 2023 |
| Tiaa | not reported in the loaded dataset | $17,635 | $0 | 2023 |
| Flexible Plan Investments, Ltd | not reported in the loaded dataset | $12,134 | not reported in the loaded dataset | 2023 |