Hobart And William Smith Colleges Retirement Plan — Form 5500 plan (Hobart And William Smith Colleges)
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, Hobart And William Smith Colleges Retirement Plan is a benefit plan reported by Hobart And William Smith Colleges under EIN 16-0743040 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,737 participants and $228,520,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hobart And William Smith Colleges
- EIN
- 16-0743040
- Plan number
- 002
- Plan type
- 2
- Location
- Geneva, NY
- Latest filing year
- 2023
- Participants
- 1,737
- End-of-year plan assets
- $228,520,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,737 | H, C | 20241015082124NAL0027820113005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,520,919
- Net assets (EOY)
- $228,520,919
- Net assets (BOY)
- $208,616,273
Income & contributions
- Employer contributions
- $2,320,133
- Participant contributions
- $3,893,671
- Total contributions
- $6,338,916
- Total income / additions
- $36,576,394
Expenses & distributions
- Benefits paid
- $16,512,518
- Administrative expenses
- $159,081
- Total expenses
- $16,671,599
- Net increase / (decrease)
- $19,904,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $89,831 | $0 | 2023 |
| Bonadio & Co. Llp | AUDITOR | $44,500 | not reported in the loaded dataset | 2023 |
| Mayflower Financial Advisors, LLC | INVESTMENT ADVISOR | $24,750 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hobart And William Smith Colleges
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Geneva, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Bonadio & Co. Llp — Schedule C compensation
- Mayflower Financial Advisors, LLC — Schedule C compensation
- National Financial Services — Schedule C compensation