Plain-English plan 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, Bates College 403(B) Retirement Plan is a benefit plan reported by President And Trustees Of Bates College under EIN 01-0211781 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,835 participants and $156,408,848 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $156,408,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,408,848
- Net assets (BOY)
- $135,301,895
Income & contributions
- Employer contributions
- $1,388,292
- Participant contributions
- $4,686,571
- Total contributions
- $6,897,563
- Total income / additions
- $27,266,979
Expenses & distributions
- Benefits paid
- $6,023,530
- Administrative expenses
- $116,719
- Total expenses
- $6,160,026
- Net increase / (decrease)
- $21,106,953