Plan5500

Hamilton College 403(B) Retirement Plan — Form 5500 plan (Hamilton 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, Hamilton College 403(B) Retirement Plan is a benefit plan reported by Hamilton College under EIN 15-0532200 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,836 participants and $329,476,789 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hamilton College
EIN
15-0532200
Plan number
001
Plan type
2
Location
Clinton, NY
Latest filing year
2023
Participants
1,836
End-of-year plan assets
$329,476,789

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,836H, C20241010122758NAL0034025936001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$329,476,789
Net assets (EOY)
$329,476,789
Net assets (BOY)
$289,745,295

Income & contributions

Employer contributions
$6,117,176
Participant contributions
$4,275,080
Total contributions
$12,051,511
Total income / additions
$50,858,748

Expenses & distributions

Benefits paid
$10,971,731
Administrative expenses
$155,523
Total expenses
$11,127,254
Net increase / (decrease)
$39,731,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaanot reported in the loaded dataset$78,558$02023
Capfinancial Partners, LLCnot reported in the loaded dataset$31,500not reported in the loaded dataset2023
Bonadio & Co., Llpnot reported in the loaded dataset$13,400not reported in the loaded dataset2023

Related Form 5500 pages