Ithaca College 403(B) Retirement Plan — Form 5500 plan (Ithaca 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, Ithaca College 403(B) Retirement Plan is a benefit plan reported by Ithaca College under EIN 15-0532204 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,904 participants and $596,626,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ithaca College
- EIN
- 15-0532204
- Plan number
- 001
- Plan type
- 2
- Location
- Ithaca, NY
- Latest filing year
- 2023
- Participants
- 3,904
- End-of-year plan assets
- $596,626,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,904 | H, C | 20241007100941NAL0007475283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $596,626,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $596,626,714
- Net assets (BOY)
- $548,140,706
Income & contributions
- Employer contributions
- $6,207,638
- Participant contributions
- $7,938,684
- Total contributions
- $15,332,636
- Total income / additions
- $80,296,371
Expenses & distributions
- Benefits paid
- $31,345,814
- Administrative expenses
- $419,428
- Total expenses
- $31,810,363
- Net increase / (decrease)
- $48,486,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $135,936 | $0 | 2023 |
| Flexpath Strategies, LLC | NONE | $115,924 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors, LLC | NONE | $72,301 | not reported in the loaded dataset | 2023 |
| Nfp Retirement, Inc. | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $29,768 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services Inc | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ithaca College
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ithaca, NY
- Tiaa — Schedule C compensation
- Flexpath Strategies, LLC — Schedule C compensation
- Fiducient Advisors, LLC — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation