Hartwick College 403(B) Retirement Plan — Form 5500 plan (Hartwick 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, Hartwick College 403(B) Retirement Plan is a benefit plan reported by Hartwick College under EIN 15-0533561 and plan number 001. The latest loaded filing year is 2023. The filing reports 928 participants and $97,326,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hartwick College
- EIN
- 15-0533561
- Plan number
- 001
- Plan type
- 2
- Location
- Oneonta, NY
- Latest filing year
- 2023
- Participants
- 928
- End-of-year plan assets
- $97,326,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 928 | H, C | 20240709100302NAL0028711714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,326,879
- Net assets (EOY)
- $97,326,879
- Net assets (BOY)
- $87,979,128
Income & contributions
- Employer contributions
- $1,023,172
- Participant contributions
- $1,422,482
- Total contributions
- $2,580,983
- Total income / additions
- $14,714,193
Expenses & distributions
- Benefits paid
- $5,268,415
- Administrative expenses
- $98,027
- Total expenses
- $5,366,442
- Net increase / (decrease)
- $9,347,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $57,507 | $0 | 2023 |
| Fiduciary Investment Advisors, LLC | ADVISOR | $25,525 | not reported in the loaded dataset | 2023 |
| Berrydunn | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $945 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hartwick College
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Oneonta, NY
- Tiaa — Schedule C compensation
- Fiduciary Investment Advisors, LLC — Schedule C compensation
- Berrydunn — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation