2023 Form 5500 filing — Colgate University Defined Contribution Retirement
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917085532NAL0001627859001) for Colgate University Defined Contribution Retirement, reported by Colgate University under EIN 15-0532078 and plan number 001. It reports 2,680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917085532NAL0001627859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colgate University
- EIN
- 15-0532078
- Plan number
- 001
- Location
- Hamilton, NY
- Participants
- 2,680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $521,504,162
- Net assets (EOY)
- $521,504,162
- Employer contributions
- $9,089,546
- Participant contributions
- $7,640,774
- Total income / additions
- $84,277,875
- Benefits paid
- $34,739,248
- Administrative expenses
- $132,454
- Total expenses
- $34,871,702
- Net increase / (decrease)
- $49,406,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $60,238 | $0 |
| Gallagher Fiduciary Services, LLC | CONSULTANT | $35,000 | not reported in the loaded dataset |
| Bonadio & Co., Llp | CONSULTANT | $22,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,966 | $0 |