President And Trustees Of Bates College — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, President And Trustees Of Bates College (EIN 01-0211781) is a plan sponsor located in Lewiston, ME with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0211781
Location
Lewiston, ME
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$312,185,507
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$312,185,507

Contributions & income

Employer contributions
$6,211,022
Participant contributions
$4,686,571
Total income / additions
$52,574,405

Expenses & distributions

Benefits paid / distributions
$12,466,622
Total expenses
$12,695,024
Net increase / (decrease)
$39,879,381

Coverage

Total reported participants
4,575
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

President And Trustees Of Bates College plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bates College 403(B) Retirement Plan0021,835$156,408,8482023
Bates College Money Purchase Pension Plan0051,937$155,776,6592023
Bates College Health And Welfare Plan530803not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for President And Trustees Of Bates College
YearPlanParticipantsSchedulesFiling
2023Bates College Health And Welfare Plan80320240716214955NAL0007130722001
2023Bates College Money Purchase Pension Plan1,937H, C20241011102313NAL0021664993001
2023Bates College 403(B) Retirement Plan1,835H, C20241011102433NAL0012367875001

Related Form 5500 pages