Claremont Mckenna College Academic Retirement Plan — Form 5500 plan (Claremont Mckenna 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, Claremont Mckenna College Academic Retirement Plan is a benefit plan reported by Claremont Mckenna College under EIN 95-1664101 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,322 participants and $234,482,360 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Claremont Mckenna College
EIN
95-1664101
Plan number
001
Plan type
2
Location
Claremont, CA
Latest filing year
2023
Participants
1,322
End-of-year plan assets
$234,482,360

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,322H, C20241014140623NAL0015070115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$234,482,360
Total liabilities (EOY)
$0
Net assets (EOY)
$234,482,360
Net assets (BOY)
$207,358,311

Income & contributions

Employer contributions
$5,722,936
Participant contributions
$3,217,161
Total contributions
$9,553,255
Total income / additions
$40,718,608

Expenses & distributions

Benefits paid
$13,536,356
Administrative expenses
$58,203
Total expenses
$13,594,559
Net increase / (decrease)
$27,124,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$58,203$02023

Related Form 5500 pages