Macalester College 403(B) Retirement Plan — Form 5500 plan (Macalester 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, Macalester College 403(B) Retirement Plan is a benefit plan reported by Macalester College under EIN 41-0693962 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,475 participants and $254,231,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Macalester College
EIN
41-0693962
Plan number
001
Plan type
2
Location
Saint Paul, MN
Latest filing year
2023
Participants
1,475
End-of-year plan assets
$254,231,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,475H, C20240731091934NAL0021269313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$254,231,898
Total liabilities (EOY)
$0
Net assets (EOY)
$254,231,898
Net assets (BOY)
$229,718,890

Income & contributions

Employer contributions
$4,721,737
Participant contributions
$4,816,258
Total contributions
$10,138,565
Total income / additions
$43,416,615

Expenses & distributions

Benefits paid
$18,693,835
Administrative expenses
$209,682
Total expenses
$18,903,607
Net increase / (decrease)
$24,513,008

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$198,064$02023
Capfinancial Partners LLCNONE$8,000not reported in the loaded dataset2023

Related Form 5500 pages