# Colgate University Health & Welfare Plan
Source: https://planprovider.pro/companies/colgate-university-150532078-508

> Colgate University's Health & Welfare plan: 387 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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