Colgate University Defined Contribution Retirement — Form 5500 plan (Colgate University)
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, Colgate University Defined Contribution Retirement is a benefit plan reported by Colgate University under EIN 15-0532078 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,680 participants and $521,504,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colgate University
- EIN
- 15-0532078
- Plan number
- 001
- Plan type
- 2
- Location
- Hamilton, NY
- Latest filing year
- 2023
- Participants
- 2,680
- End-of-year plan assets
- $521,504,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,680 | H, C | 20240917085532NAL0001627859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $521,504,162
- Net assets (EOY)
- $521,504,162
- Net assets (BOY)
- $472,097,989
Income & contributions
- Employer contributions
- $9,089,546
- Participant contributions
- $7,640,774
- Total contributions
- $18,290,914
- Total income / additions
- $84,277,875
Expenses & distributions
- Benefits paid
- $34,739,248
- Administrative expenses
- $132,454
- Total expenses
- $34,871,702
- Net increase / (decrease)
- $49,406,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $60,238 | $0 | 2023 |
| Gallagher Fiduciary Services, LLC | CONSULTANT | $35,000 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | CONSULTANT | $22,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,966 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colgate University
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hamilton, NY
- Tiaa — Schedule C compensation
- Gallagher Fiduciary Services, LLC — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation