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, Claremont Graduate University Academic Retirement Plan is a benefit plan reported by Claremont Graduate University under EIN 95-1664100 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,034 participants and $170,616,228 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,616,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,616,228
- Net assets (BOY)
- $156,182,357
Income & contributions
- Employer contributions
- $1,470,920
- Participant contributions
- $1,609,654
- Total contributions
- $3,176,705
- Total income / additions
- $24,621,288
Expenses & distributions
- Benefits paid
- $10,152,687
- Administrative expenses
- $34,730
- Total expenses
- $10,187,417
- Net increase / (decrease)
- $14,433,871