Plan Snapshot
- Plan Sponsor: Colgate University
- Sponsor EIN: 150532078
- Sponsor Address: 13 OAK DRIVE, HAMILTON, NY, 13346
- Plan Type: Health & Welfare
- Plan Number: 508
- Total Participants: 387
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 387 | $2.2M | $302,639 | $11,225 |
| 2023 | 440 | $1.7M | $245,142 | $16,883 |
| 2022 | 386 | $1.2M | $146,187 | $21,125 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $507 | — | $507 | — | — |
| 2023 | $10 | — | $10 | — | — |
| 2022 | — | — | — | — | — |