Emeriti Retiree Health Plan For Colgate University — Form 5500 plan (Colgate University)
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 Colgate University is a benefit plan reported by Colgate University under EIN 15-0532078 and plan number 508. The latest loaded filing year is 2023. The filing reports 386 participants and $1,695,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colgate University
- EIN
- 15-0532078
- Plan number
- 508
- Plan type
- 2
- Location
- Hamilton, NY
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $1,695,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H | 20240725160110NAL0024638608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,695,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,695,041
- Net assets (BOY)
- $1,220,259
Income & contributions
- Employer contributions
- $245,142
- Participant contributions
- $16,883
- Total contributions
- $262,025
- Total income / additions
- $474,792
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $10
- Total expenses
- $10
- Net increase / (decrease)
- $474,782
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.