Hartwick 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, Hartwick College (EIN 15-0533561) is a plan sponsor located in Oneonta, NY with 2 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
15-0533561
Location
Oneonta, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$97,326,879
Total reported net assets (EOY)
$97,326,879

Contributions & income

Employer contributions
$1,023,172
Participant contributions
$1,422,482
Total income / additions
$14,714,193

Expenses & distributions

Benefits paid / distributions
$5,268,415
Total expenses
$5,366,442
Net increase / (decrease)
$9,347,751

Coverage

Total reported participants
1,229
Plans with financial statements
1
Plans with provider compensation
1

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

Hartwick College plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Hartwick College 403(B) Retirement Plan001928$97,326,8792023
Hartwick College Welfare Plan523301not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hartwick College
YearPlanParticipantsSchedulesFiling
2023Hartwick College 403(B) Retirement Plan928H, C20240709100302NAL0028711714001
2023Hartwick College Welfare Plan30120250124094904NAL0013003584001

Related Form 5500 pages