2023 Form 5500 filing — Emeriti Retiree Health Plan For Ithaca College

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 20241004122331NAL0012203985001) for Emeriti Retiree Health Plan For Ithaca College, reported by Ithaca College under EIN 15-0532204 and plan number 504. It reports 1,350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9MReported net assets$8,970,061
Participants1.4K1,350
Provider compensation$70.8K1 Schedule C row(s)$70,750
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004122331NAL0012203985001
Plan sponsor
Ithaca College
EIN
15-0532204
Plan number
504
Location
Ithaca, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$395.3K
Benefits paid / distributions$324.6K
Contributions
Employer$162.8K
Participant$139.7K
Full reported line items
Total assets (EOY)
$8,970,061
Total liabilities (EOY)
$0
Net assets (EOY)
$8,970,061
Employer contributions
$162,757
Participant contributions
$139,747
Total income / additions
$1,395,951
Benefits paid
$324,581
Administrative expenses
$70,750
Total expenses
$395,331
Net increase / (decrease)
$1,000,620

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Emeriti Retirement Health SolutionsCONSULTANT$70,750not reported in the loaded dataset

Related Form 5500 pages