2023 Form 5500 filing — Ithaca College 403(B) Retirement Plan
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 20241007100941NAL0007475283001) for Ithaca College 403(B) Retirement Plan, reported by Ithaca College under EIN 15-0532204 and plan number 001. It reports 3,904 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007100941NAL0007475283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ithaca College
- EIN
- 15-0532204
- Plan number
- 001
- Location
- Ithaca, NY
- Participants
- 3,904
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $596,626,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $596,626,714
- Employer contributions
- $6,207,638
- Participant contributions
- $7,938,684
- Total income / additions
- $80,296,371
- Benefits paid
- $31,345,814
- Administrative expenses
- $419,428
- Total expenses
- $31,810,363
- Net increase / (decrease)
- $48,486,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $135,936 | $0 |
| Flexpath Strategies, LLC | NONE | $115,924 | not reported in the loaded dataset |
| Fiducient Advisors, LLC | NONE | $72,301 | not reported in the loaded dataset |
| Nfp Retirement, Inc. | NONE | $60,000 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $29,768 | not reported in the loaded dataset |
| Economic Group Pension Services Inc | NONE | $5,500 | not reported in the loaded dataset |