Amherst College Trustees — 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, Amherst College Trustees (EIN 04-2103542) is a plan sponsor located in Amherst, MA with 7 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
- 04-2103542
- Location
- Amherst, MA
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $603,402,836
- Total reported net assets (EOY)
- $603,402,836
Contributions & income
- Employer contributions
- $10,802,595
- Participant contributions
- $8,928,494
- Total income / additions
- $91,271,075
Expenses & distributions
- Benefits paid / distributions
- $26,915,684
- Total expenses
- $27,209,745
- Net increase / (decrease)
- $64,061,330
Coverage
- Total reported participants
- 8,852
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
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
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Amherst College Defined Contribution Retirement Plan | 001 | 3,749 | $578,910,202 | 2023 |
| Amherst College Staff Retirement Plan | 003 | 352 | $21,444,876 | 2023 |
| Folger Shakespeare Library Staff Retirement Plan | 004 | 98 | $3,047,758 | 2023 |
| Amherst College Health And Dental Plan | 507 | 1,388 | not reported in the loaded dataset | 2023 |
| Group Life Insurance Plan For Faculty Administrators And Staff | 501 | 1,092 | not reported in the loaded dataset | 2023 |
| Death Benefit Plan For Faculty And Trustee Appointed Administrators | 510 | 1,092 | not reported in the loaded dataset | 2023 |
| Total Disability Plan For Faculty, Administrators And Staff | 503 | 1,081 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Group Life Insurance Plan For Faculty Administrators And Staff | 1,092 | — | 20250414093905NAL0002915856001 |
| 2023 | Total Disability Plan For Faculty, Administrators And Staff | 1,081 | — | 20250414093940NAL0001594449001 |
| 2023 | Amherst College Health And Dental Plan | 1,388 | — | 20250414094003NAL0001594705001 |
| 2023 | Death Benefit Plan For Faculty And Trustee Appointed Administrators | 1,092 | — | 20250414094102NAL0002902176001 |
| 2023 | Amherst College Defined Contribution Retirement Plan | 3,749 | H, C | 20250414111940NAL0003006112001 |
| 2023 | Amherst College Staff Retirement Plan | 352 | H, C | 20250414111940NAL0003006112002 |
| 2023 | Folger Shakespeare Library Staff Retirement Plan | 98 | H, C | 20250414111940NAL0003006112003 |