Union College Retirement Plan — Form 5500 plan (Union 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, Union College Retirement Plan is a benefit plan reported by Union College under EIN 14-1338580 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,316 participants and $384,396,694 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Union College
EIN
14-1338580
Plan number
001
Plan type
2
Location
Schenectady, NY
Latest filing year
2023
Participants
2,316
End-of-year plan assets
$384,396,694

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,316H, C20241012170314NAL0042055200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$384,396,694
Total liabilities (EOY)
$0
Net assets (EOY)
$384,396,694
Net assets (BOY)
$346,191,788

Income & contributions

Employer contributions
$5,876,865
Participant contributions
$4,579,453
Total contributions
$13,507,327
Total income / additions
$60,989,653

Expenses & distributions

Benefits paid
$22,681,218
Administrative expenses
$103,529
Total expenses
$22,784,747
Net increase / (decrease)
$38,204,906

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invest. Instit Oper Co IncRECORDKEEPER$53,940$02023
TiaaNONE$49,953$02023

Related Form 5500 pages