2023 Form 5500 filing — Hobart And William Smith Colleges 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 20241015082124NAL0027820113005) for Hobart And William Smith Colleges Retirement Plan, reported by Hobart And William Smith Colleges under EIN 16-0743040 and plan number 002. It reports 1,737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082124NAL0027820113005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hobart And William Smith Colleges
- EIN
- 16-0743040
- Plan number
- 002
- Location
- Geneva, NY
- Participants
- 1,737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,520,919
- Net assets (EOY)
- $228,520,919
- Employer contributions
- $2,320,133
- Participant contributions
- $3,893,671
- Total income / additions
- $36,576,394
- Benefits paid
- $16,512,518
- Administrative expenses
- $159,081
- Total expenses
- $16,671,599
- Net increase / (decrease)
- $19,904,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $89,831 | $0 |
| Bonadio & Co. Llp | AUDITOR | $44,500 | not reported in the loaded dataset |
| Mayflower Financial Advisors, LLC | INVESTMENT ADVISOR | $24,750 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |