Emeriti Retiree Health Plan For Ithaca College — 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, Emeriti Retiree Health Plan For Ithaca College is a benefit plan reported by Ithaca College under EIN 15-0532204 and plan number 504. The latest loaded filing year is 2023. The filing reports 1,350 participants and $8,970,061 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9MPlan net assets, end of year$8,970,061
Participants1.4KCovered participants reported1,350
Assets / participant$6.6KComputed: assets ÷ participants$6,644 (computed)
Provider compensation$70.8K1 Schedule C provider row(s)$70,750
Plan sponsor
Ithaca College
EIN
15-0532204
Plan number
504
Plan type
2
Location
Ithaca, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,350H, C20241004122331NAL0012203985001
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)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$395.3K
Benefits paid / distributions$324.6K
Contributions
Employer$162.8K
Participant$139.7K
Full reported line items

Net assets

Total assets (EOY)
$8,970,061
Total liabilities (EOY)
$0
Net assets (EOY)
$8,970,061
Net assets (BOY)
$7,969,441

Income & contributions

Employer contributions
$162,757
Participant contributions
$139,747
Total contributions
$302,504
Total income / additions
$1,395,951

Expenses & distributions

Benefits paid
$324,581
Administrative expenses
$70,750
Total expenses
$395,331
Net increase / (decrease)
$1,000,620
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.

Contribution share (employer vs. participant)
Employer 54%Participant 46%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Emeriti Retirement Health SolutionsCONSULTANT$70,750not reported in the loaded dataset2023

Related Form 5500 pages