2023 Form 5500 filing — Hamilton 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 20241010122758NAL0034025936001) for Hamilton College 403(B) Retirement Plan, reported by Hamilton College under EIN 15-0532200 and plan number 001. It reports 1,836 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122758NAL0034025936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hamilton College
- EIN
- 15-0532200
- Plan number
- 001
- Location
- Clinton, NY
- Participants
- 1,836
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $329,476,789
- Net assets (EOY)
- $329,476,789
- Employer contributions
- $6,117,176
- Participant contributions
- $4,275,080
- Total income / additions
- $50,858,748
- Benefits paid
- $10,971,731
- Administrative expenses
- $155,523
- Total expenses
- $11,127,254
- Net increase / (decrease)
- $39,731,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $78,558 | $0 |
| Capfinancial Partners, LLC | not reported in the loaded dataset | $31,500 | not reported in the loaded dataset |
| Bonadio & Co., Llp | not reported in the loaded dataset | $13,400 | not reported in the loaded dataset |