Centre College Retirement Plan — Form 5500 plan (Centre 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, Centre College Retirement Plan is a benefit plan reported by Centre College under EIN 61-0444671 and plan number 001. The latest loaded filing year is 2023. The filing reports 996 participants and $105,211,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centre College
- EIN
- 61-0444671
- Plan number
- 001
- Plan type
- 2
- Location
- Danville, KY
- Latest filing year
- 2023
- Participants
- 996
- End-of-year plan assets
- $105,211,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 996 | H, C | 20241010143251NAL0011611427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,211,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,211,206
- Net assets (BOY)
- $93,643,934
Income & contributions
- Employer contributions
- $2,613,305
- Participant contributions
- $1,355,474
- Total contributions
- $5,398,214
- Total income / additions
- $18,543,666
Expenses & distributions
- Benefits paid
- $6,832,396
- Administrative expenses
- $143,998
- Total expenses
- $6,976,394
- Net increase / (decrease)
- $11,567,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $81,114 | $0 | 2023 |
| Planpilot, LLC | NONE | $49,977 | not reported in the loaded dataset | 2023 |
| Ballast, Inc | NONE | $7,015 | not reported in the loaded dataset | 2023 |