Form 5500 · Retirement plan · SOUTH HADLEY, MA
TRUSTEES OF MOUNT HOLYOKE COLLEGE
The filing calls this plan MOUNT HOLYOKE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN.
TRUSTEES OF MOUNT HOLYOKE COLLEGE of SOUTH HADLEY, MA files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2103578 · plan 002 · plan year 2024, filed Nov 3, 2025
Plan brief
Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.
The contracts held $81,340,460 at the end of the plan year, as reported on Schedule A.
$30,000 in agent commissions is disclosed across the contracts; MARY ELLEN F GORDON is the agent of record.
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
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | Annuity / GIC | 1,785 | December | $10,494,861 | $30,000 |
| TIAA-CREF | Annuity / GIC | 1,076 | December | $70,845,599 | $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.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
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.
The filing reports that employee contributions were not forwarded to the plan on time (line 4a).
This plan filed under the Department of Labor's voluntary program for late filings.
Other plans filed by this employer
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