form5500lookup

Form 5500 · Retirement plan · BELOIT, WI

BELOIT COLLEGE

The filing calls this plan RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE.

BELOIT COLLEGE of BELOIT, WI's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
TIAA-CREF
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0808497 · plan 003 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
100
Contracts on file
1
Contract value
$1,374,802
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TIAA-CREF.

The contracts held $1,374,802 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TIAA-CREFAnnuity / GIC64December$1,374,802$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

What the plan holds

Plan assets at year end
$5,571,139
Paid out in benefits
$593,717
Participants at the start of the year
100
Participants with account balances
90

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 42-0714325
RSM US LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

Health & Dental PlanInsured benefit plan · 1 Schedule A contractRenews ~Jul 1Group Life Insurance W/Ad&D BenefitInsured benefit plan · 1 Schedule A contractRenews ~Jun 1Voluntary Life InsuranceInsured benefit plan · 1 Schedule A contractRenews ~Jun 1Vision Insurance PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Group Long Term DisabilityInsured benefit plan · 1 Schedule A contractRenews ~Jun 1Defined Contribution Retirement PlanRetirement plan · 1 Schedule A contract

More employer plans in Wisconsin — largest plans, brokers, carriers and renewal months.