Plan5500

Alfred University — 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, Alfred University (EIN 16-0743900) is a plan sponsor located in Alfred, NY with 1 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
16-0743900
Location
Alfred, NY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$141MSummed across loaded plans$141,002,969
Total reported assets$141M$141,002,969
Total reported participants1.9K1,887
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$141M total assets
Net assets$141MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$1.7M
Total income / additions$21.3M
Expenses & distributions
Benefits paid / distributions$7.2M
Total expenses$7.3M
Net increase / (decrease)$14M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Alfred University Retirement Plan
Participants per plan944Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Alfred University Retirement Plan$141M
    Plan #001 · 1,230 participants · 2023
  2. 2
    Alfred University Health & Welfare Benefitsnot reported in the loaded dataset
    Plan #501 · 657 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Alfred University
YearPlanParticipantsSchedulesFiling
2023Alfred University Health & Welfare Benefits657C20241004092225NAL0005575315001
2023Alfred University Health & Welfare Benefits770C20241004125359NAL0006706195001
2023Alfred University Health & Welfare Benefits765C20241004125604NAL0023746002001
2023Alfred University Retirement Plan1,230H, C20241014135756NAL0015058467001

Related Form 5500 pages