Emeriti Retiree Health Plan For Franklin & Marshall College — Form 5500 plan (Franklin & Marshall 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 Franklin & Marshall College is a benefit plan reported by Franklin & Marshall College under EIN 23-1352635 and plan number 504. The latest loaded filing year is 2023. The filing reports 666 participants and $2,022,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franklin & Marshall College
- EIN
- 23-1352635
- Plan number
- 504
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 666
- End-of-year plan assets
- $2,022,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20241014072059NAL0026753201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,022,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,022,561
- Net assets (BOY)
- $1,625,537
Income & contributions
- Employer contributions
- $362,997
- Participant contributions
- $58,610
- Total contributions
- $421,607
- Total income / additions
- $654,802
Expenses & distributions
- Benefits paid
- $247,357
- Administrative expenses
- $10,421
- Total expenses
- $257,778
- Net increase / (decrease)
- $397,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Emeriti Retirement Health Solutions | CONSULTANT | $10,421 | not reported in the loaded dataset | 2023 |