Grinnell College Welfare Benefits Plan — Form 5500 plan (Trustees Of Grinnell 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, Grinnell College Welfare Benefits Plan is a benefit plan reported by Trustees Of Grinnell College under EIN 42-0680387 and plan number 520. The latest loaded filing year is 2023. The filing reports 866 participants and $2,782,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Grinnell College
- EIN
- 42-0680387
- Plan number
- 520
- Plan type
- 2
- Location
- Grinnell, IA
- Latest filing year
- 2023
- Participants
- 866
- End-of-year plan assets
- $2,782,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 866 | H, C | 20250402115916NAL0009697969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,782,834
- Total liabilities (EOY)
- $1,446,164
- Net assets (EOY)
- $1,336,670
- Net assets (BOY)
- $10,609,155
Income & contributions
- Employer contributions
- $3,330,447
- Participant contributions
- $3,110,459
- Total contributions
- $6,440,906
- Total income / additions
- $6,751,177
Expenses & distributions
- Benefits paid
- $15,283,335
- Administrative expenses
- $740,327
- Total expenses
- $16,023,662
- Net increase / (decrease)
- -$9,272,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellmark Bcbs | NONE | $521,132 | $0 | 2023 |
| Delta Dental | NONE | $48,368 | not reported in the loaded dataset | 2023 |
| Prohabits Inc | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Prudentrx LLC | NONE | $39,207 | not reported in the loaded dataset | 2023 |
| Health Check 360 | NONE | $30,166 | not reported in the loaded dataset | 2023 |
| Rxbenefits | NONE | $25,217 | not reported in the loaded dataset | 2023 |
| Employee Family Resources | NONE | $22,533 | not reported in the loaded dataset | 2023 |
| Wex Health Inc | NONE | $5,628 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Grinnell College
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Grinnell, IA
- Wellmark Bcbs — Schedule C compensation
- Delta Dental — Schedule C compensation
- Prohabits Inc — Schedule C compensation
- Prudentrx LLC — Schedule C compensation
- Health Check 360 — Schedule C compensation
- Rxbenefits — Schedule C compensation
- Employee Family Resources — Schedule C compensation
- Wex Health Inc — Schedule C compensation