Harvey Mudd College Academic Retirement Plan — Form 5500 plan (Harvey Mudd 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, Harvey Mudd College Academic Retirement Plan is a benefit plan reported by Harvey Mudd College under EIN 95-1911219 and plan number 001. The latest loaded filing year is 2023. The filing reports 843 participants and $185,577,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harvey Mudd College
- EIN
- 95-1911219
- Plan number
- 001
- Plan type
- 2
- Location
- Claremont, CA
- Latest filing year
- 2023
- Participants
- 843
- End-of-year plan assets
- $185,577,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 843 | H, C | 20241014135754NAL0015058403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $185,577,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,577,877
- Net assets (BOY)
- $164,174,525
Income & contributions
- Employer contributions
- $3,965,945
- Participant contributions
- $2,029,007
- Total contributions
- $6,327,070
- Total income / additions
- $30,621,064
Expenses & distributions
- Benefits paid
- $9,176,790
- Administrative expenses
- $40,922
- Total expenses
- $9,217,712
- Net increase / (decrease)
- $21,403,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $40,922 | $0 | 2023 |