2023 Form 5500 filing — Emeriti Retiree Health Plan For Colgate University

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725160110NAL0024638608001) for Emeriti Retiree Health Plan For Colgate University, reported by Colgate University under EIN 15-0532078 and plan number 508. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240725160110NAL0024638608001
Filing year
2023
Form type
2
Plan sponsor
Colgate University
EIN
15-0532078
Plan number
508
Location
Hamilton, NY
Participants
386
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,695,041
Total liabilities (EOY)
$0
Net assets (EOY)
$1,695,041
Employer contributions
$245,142
Participant contributions
$16,883
Total income / additions
$474,792
Benefits paid
$0
Administrative expenses
$10
Total expenses
$10
Net increase / (decrease)
$474,782
Schedule source
Schedule H

Related Form 5500 pages