Skidmore 403(B) Retirement Plan — Form 5500 plan (Skidmore 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, Skidmore 403(B) Retirement Plan is a benefit plan reported by Skidmore College under EIN 14-1338562 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,885 participants and $345,071,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Skidmore College
EIN
14-1338562
Plan number
002
Plan type
2
Location
Saratoga Springs, NY
Latest filing year
2023
Participants
1,885
End-of-year plan assets
$345,071,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,885H, C20241015100945NAL0048775392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$345,071,551
Net assets (EOY)
$345,071,551
Net assets (BOY)
$300,025,313

Income & contributions

Employer contributions
$6,527,412
Participant contributions
$4,623,128
Total contributions
$16,319,612
Total income / additions
$61,932,293

Expenses & distributions

Benefits paid
$16,821,912
Administrative expenses
$64,143
Total expenses
$16,886,055
Net increase / (decrease)
$45,046,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors, LLCnot reported in the loaded dataset$45,865not reported in the loaded dataset2023
Vanguard Group Inc.not reported in the loaded dataset$18,129not reported in the loaded dataset2023

Related Form 5500 pages