Bard College/Simons Rock 403(B) Plan — Form 5500 plan (Bard 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, Bard College/Simons Rock 403(B) Plan is a benefit plan reported by Bard College under EIN 14-1713034 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,390 participants and $343,101,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bard College
- EIN
- 14-1713034
- Plan number
- 001
- Plan type
- 2
- Location
- Annandale, NY
- Latest filing year
- 2023
- Participants
- 2,390
- End-of-year plan assets
- $343,101,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,390 | H, C | 20241015143515NAL0028784641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $343,101,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $343,101,654
- Net assets (BOY)
- $301,646,595
Income & contributions
- Employer contributions
- $8,524,897
- Participant contributions
- $6,468,767
- Total contributions
- $15,974,290
- Total income / additions
- $60,502,470
Expenses & distributions
- Benefits paid
- $18,622,731
- Administrative expenses
- $398,960
- Total expenses
- $19,047,411
- Net increase / (decrease)
- $41,455,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $243,516 | $0 | 2023 |
| Resources Investment Advisors, Inc | NONE | $61,459 | not reported in the loaded dataset | 2023 |
| Schulte Roth & Zabel Llp | NONE | $38,625 | not reported in the loaded dataset | 2023 |
| Bst & Co. Cpa'S Llp | NONE | $34,445 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors | NONE | $20,486 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bard College
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Annandale, NY
- Tiaa — Schedule C compensation
- Resources Investment Advisors, Inc — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Bst & Co. Cpa'S Llp — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation