Hamilton, NY Form 5500 retirement and benefit plan filings

City Form 5500 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, Hamilton, NY has 9 loaded benefit plan(s) reported by 4 plan sponsor(s), with $543,043,225 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$543,043,225
Total reported liabilities (EOY)
$52,648
Total reported net assets (EOY)
$542,990,577

Contributions & income

Employer contributions
$10,064,307
Participant contributions
$8,654,622
Total income / additions
$89,384,035

Expenses & distributions

Benefits paid / distributions
$37,429,991
Total expenses
$37,594,713
Net increase / (decrease)
$51,789,322

Coverage

Total reported participants
5,222
Plans with financial statements
6
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hamilton, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Hamilton, NY
PlanSponsorReported assets (EOY)Year
Colgate University Defined Contribution RetirementColgate University$521,504,1622023
Cmh, Inc. 403(B)Community Memorial Hospital$12,205,8682023
Community Memorial Hospital, Inc. Retirement Income PlanCommunity Memorial Hospital$6,869,5822023
Emeriti Retiree Health Plan For Colgate UniversityColgate University$1,695,0412023
Mid York Senior Homes 403b PlanMid York Senior Homes 2023$768,5722023
The Exhibition Alliance Inc Defined Contribution Retirement PlanThe Exhibition Allinace Inc$02023
Colgate University Section 125 Flexible Benefits PlanColgate Universitynot reported in the loaded dataset2023
Colgate University Health And Welfare PlanColgate Universitynot reported in the loaded dataset2023
Community Memorial Hospital Welfare Benefits PlanCommunity Memorial Hospitalnot reported in the loaded dataset2023

Related Form 5500 pages