Concordia College Retirement Plan — Form 5500 plan (Concordia 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, Concordia College Retirement Plan is a benefit plan reported by Concordia College under EIN 41-0693977 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,515 participants and $181,909,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concordia College
EIN
41-0693977
Plan number
001
Plan type
2
Location
Moorehead, MN
Latest filing year
2023
Participants
1,515
End-of-year plan assets
$181,909,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,515H, C20240930170200NAL0005994257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$181,909,041
Total liabilities (EOY)
$0
Net assets (EOY)
$181,909,041
Net assets (BOY)
$163,926,717

Income & contributions

Employer contributions
$2,038,274
Participant contributions
$2,539,984
Total contributions
$4,948,178
Total income / additions
$29,497,760

Expenses & distributions

Benefits paid
$11,371,273
Administrative expenses
$144,163
Total expenses
$11,515,436
Net increase / (decrease)
$17,982,324

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$71,771$02023
Planpilot, LLCNONE$57,612not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$14,780not reported in the loaded dataset2023

Related Form 5500 pages