Emeriti Retiree Health Plan For Connecticut College — Form 5500 plan (Connecticut College)

Plain-English plan 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, Emeriti Retiree Health Plan For Connecticut College is a benefit plan reported by Connecticut College under EIN 06-0646587 and plan number 515. The latest loaded filing year is 2023. The filing reports 880 participants and $5,315,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Connecticut College
EIN
06-0646587
Plan number
515
Plan type
2
Location
New London, CT
Latest filing year
2023
Participants
880
End-of-year plan assets
$5,315,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023880H, C20240701110705NAL0003741185002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,315,468
Net assets (EOY)
$5,315,468
Net assets (BOY)
$4,436,991

Income & contributions

Employer contributions
$371,537
Participant contributions
$278,814
Total contributions
$650,351
Total income / additions
$1,252,441

Expenses & distributions

Benefits paid
$316,220
Administrative expenses
$57,744
Total expenses
$373,964
Net increase / (decrease)
$878,477

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Emeriti Retirement Health SolutionsCONSULTANT$57,744not reported in the loaded dataset2023

Related Form 5500 pages