Plan5500

Occidental College 403(B) Retirement Plan — Form 5500 plan (Occidental 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, Occidental College 403(B) Retirement Plan is a benefit plan reported by Occidental College under EIN 95-1667177 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,863 participants and $291,415,589 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Occidental College
EIN
95-1667177
Plan number
002
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
1,863
End-of-year plan assets
$291,415,589

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,863H, C20241007182727NAL0016588097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$291,415,589
Total liabilities (EOY)
$0
Net assets (EOY)
$291,415,589
Net assets (BOY)
$255,583,056

Income & contributions

Employer contributions
$4,914,327
Participant contributions
$3,766,427
Total contributions
$9,089,230
Total income / additions
$49,422,454

Expenses & distributions

Benefits paid
$13,273,506
Administrative expenses
$166,587
Total expenses
$13,589,921
Net increase / (decrease)
$35,832,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$110,587$02023
Benefit Financial Services GroupNONE$35,000not reported in the loaded dataset2023
Moss Adams, LlpNONE$21,000not reported in the loaded dataset2023

Related Form 5500 pages