Haverford College Retirement Healthcare Savings Program — Form 5500 plan (Haverford 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, Haverford College Retirement Healthcare Savings Program is a benefit plan reported by Haverford College under EIN 23-6002304 and plan number 512. The latest loaded filing year is 2023. The filing reports 659 participants and $9,682,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haverford College
- EIN
- 23-6002304
- Plan number
- 512
- Plan type
- 2
- Location
- Haverford, PA
- Latest filing year
- 2023
- Participants
- 659
- End-of-year plan assets
- $9,682,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 659 | H, C | 20241002141946NAL0004878643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,682,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,682,491
- Net assets (BOY)
- $8,306,330
Income & contributions
- Employer contributions
- $389,074
- Participant contributions
- $106,860
- Total contributions
- $495,934
- Total income / additions
- $1,601,054
Expenses & distributions
- Benefits paid
- $201,803
- Administrative expenses
- $23,090
- Total expenses
- $224,893
- Net increase / (decrease)
- $1,376,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $23,090 | not reported in the loaded dataset | 2023 |