Plan5500

Alfred University Retirement Plan — Form 5500 plan (Alfred 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, Alfred University Retirement Plan is a benefit plan reported by Alfred University under EIN 16-0743900 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,230 participants and $141,002,969 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$141MPlan net assets, end of year$141,002,969
Participants1.2KCovered participants reported1,230
Assets / participant$114.6KComputed: assets ÷ participants$114,637 (computed)
Provider compensation$85.5K4 Schedule C provider row(s)$85,479
Plan sponsor
Alfred University
EIN
16-0743900
Plan number
001
Plan type
2
Location
Alfred, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,230H, C20241014135756NAL0015058467001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$141M total assets
Net assets$141MLiabilities$0
Money in vs. money out
Total income / additions$21.3M
Total expenses$7.3M
Benefits paid / distributions$7.2M
Contributions
Employer$1.5M
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$141,002,969
Total liabilities (EOY)
$0
Net assets (EOY)
$141,002,969
Net assets (BOY)
$127,022,063

Income & contributions

Employer contributions
$1,511,987
Participant contributions
$1,669,407
Total contributions
$3,309,969
Total income / additions
$21,279,185

Expenses & distributions

Benefits paid
$7,212,756
Administrative expenses
$85,523
Total expenses
$7,298,279
Net increase / (decrease)
$13,980,906
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$55,892$02023
Fiducient Advisors, LLCNONE$16,354not reported in the loaded dataset2023
Bonadio & Co., LlpNONE$13,122not reported in the loaded dataset2023
Fidelity Investments InstitutionalNONE$111$02023

Related Form 5500 pages