Emeriti Retiree Health Plan For Hampden-Sydney College — Form 5500 plan (Hampden Sydney 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, Emeriti Retiree Health Plan For Hampden-Sydney College is a benefit plan reported by Hampden Sydney College under EIN 54-0505906 and plan number 506. The latest loaded filing year is 2023. The filing reports 355 participants and $2,648,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hampden Sydney College
- EIN
- 54-0505906
- Plan number
- 506
- Plan type
- 2
- Location
- Hampden Sydney, VA
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $2,648,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241015173356NAL0016971731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,648,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,648,868
- Net assets (BOY)
- $2,358,437
Income & contributions
- Employer contributions
- $103,298
- Participant contributions
- $29,979
- Total contributions
- $133,277
- Total income / additions
- $428,102
Expenses & distributions
- Benefits paid
- $110,349
- Administrative expenses
- $27,322
- Total expenses
- $137,671
- Net increase / (decrease)
- $290,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $27,322 | not reported in the loaded dataset | 2023 |