Retirement Plan For Classified Employees Of Board Of Trustees Of Beloit College — Form 5500 plan (Beloit 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, Retirement Plan For Classified Employees Of Board Of Trustees Of Beloit College is a benefit plan reported by Beloit College under EIN 39-0808497 and plan number 003. The latest loaded filing year is 2023. The filing reports 105 participants and $5,561,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beloit College
EIN
39-0808497
Plan number
003
Plan type
2
Location
Beloit, WI
Latest filing year
2023
Participants
105
End-of-year plan assets
$5,561,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023105H20241015171317NAL0058894626001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,561,889
Total liabilities (EOY)
$0
Net assets (EOY)
$5,561,889
Net assets (BOY)
$5,538,094

Income & contributions

Total contributions
$0
Total income / additions
$753,970

Expenses & distributions

Benefits paid
$727,817
Administrative expenses
$2,358
Total expenses
$730,175
Net increase / (decrease)
$23,795

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages