The Hilbert College Retirement Plan — Form 5500 plan (Hilbert 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, The Hilbert College Retirement Plan is a benefit plan reported by Hilbert College under EIN 16-6031585 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $34,053,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hilbert College
- EIN
- 16-6031585
- Plan number
- 001
- Plan type
- 2
- Location
- Hamburg, NY
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $34,053,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241009132625NAL0037969378001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,053,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,053,756
- Net assets (BOY)
- $31,743,618
Income & contributions
- Employer contributions
- $387,811
- Participant contributions
- $659,194
- Total contributions
- $1,314,434
- Total income / additions
- $4,789,678
Expenses & distributions
- Benefits paid
- $2,426,285
- Administrative expenses
- $53,255
- Total expenses
- $2,479,540
- Net increase / (decrease)
- $2,310,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $32,015 | $0 | 2023 |
| Mayflower Financial Advisors, LLC | ADVISOR | $18,000 | not reported in the loaded dataset | 2023 |
| Lumsden & Mccormick Llp | AUDITOR | $4,150 | not reported in the loaded dataset | 2023 |