Skidmore College 403(B) Retirement Plan For Employees Represented By Upseu Local 1222 — Form 5500 plan (Skidmore College)
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, Skidmore College 403(B) Retirement Plan For Employees Represented By Upseu Local 1222 is a benefit plan reported by Skidmore College under EIN 14-1338562 and plan number 003. The latest loaded filing year is 2023. The filing reports 170 participants and $4,821,053 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.8MPlan net assets, end of year$4,821,053
Participants170Covered participants reported
Assets / participant$28.4KComputed: assets ÷ participants$28,359 (computed)
Provider compensation$11.9K1 Schedule C provider row(s)$11,868
- Plan sponsor
- Skidmore College
- EIN
- 14-1338562
- Plan number
- 003
- Plan type
- 2
- Location
- Saratoga Springs, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241015100442NAL0029204273004 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $4,821,053
- Net assets (EOY)
- $4,821,053
- Net assets (BOY)
- $4,121,102
Income & contributions
- Employer contributions
- $504,163
- Participant contributions
- $79,916
- Total contributions
- $584,079
- Total income / additions
- $1,315,798
Expenses & distributions
- Benefits paid
- $372,799
- Administrative expenses
- $11,519
- Total expenses
- $615,847
- Net increase / (decrease)
- $699,951
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
86%14%
Employer 86%Participant 14%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Group Inc. | NONE | $11,868 | $0 | 2023 |