How many benefit plans does Hobart And William Smith Colleges report on Form 5500?

Hobart And William Smith Colleges (EIN 16-0743040) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Hobart And William Smith Colleges?

The Employer Identification Number (EIN) reported for Hobart And William Smith Colleges is 16-0743040.

What is the latest Form 5500 filing year for Hobart And William Smith Colleges?

The latest loaded Form 5500 filing year for Hobart And William Smith Colleges is 2023.

Hobart And William Smith Colleges — 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, Hobart And William Smith Colleges (EIN 16-0743040) is a plan sponsor located in Geneva, NY 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: 16-0743040
Location: Geneva, NY
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $228,520,919
Total reported net assets (EOY): $228,520,919

Contributions & income

Employer contributions: $2,320,133
Participant contributions: $3,893,671
Total income / additions: $36,576,394

Expenses & distributions

Benefits paid / distributions: $16,512,518
Total expenses: $16,671,599
Net increase / (decrease): $19,904,795

Coverage

Total reported participants: 2,334
Plans with financial statements: 1
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

Hobart And William Smith Colleges plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Hobart And William Smith Colleges Retirement Plan	002	1,737	$228,520,919	2023
Hobart And William Smith College Welfare Benefits Plan	520	485	not reported in the loaded dataset	2023
Hobart And William Smith Colleges Section 125 Flexible Benefits Plan	501	112	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hobart And William Smith Colleges
Year	Plan	Participants	Schedules	Filing
2023	Hobart And William Smith Colleges Section 125 Flexible Benefits Plan	112	—	20240722101939NAL0006265699001
2023	Hobart And William Smith College Welfare Benefits Plan	485	C	20240722102733NAL0006273667001
2023	Hobart And William Smith Colleges Retirement Plan	1,737	H, C	20241015082124NAL0027820113005