Original filing (PDF)20251007145134NAL0011795602001

COLGATE UNIVERSITY

Name: COLGATE UNIVERSITY — EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY, Form 5500 (2024)
Creator: COLGATE UNIVERSITY

Form 5500

FILING_RECEIVED

EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY

Health & welfare plan

Signals · 1

No recordkeeper disclosed

Active participants

387

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

How this plan invests

This plan

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLGATE UNIVERSITY.

Plan sponsor

Name

COLGATE UNIVERSITY

EIN

15-0532078

Address

13 OAK DRIVE · HAMILTON, NY · 13346

Phone

(315) 228-7411

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

508

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

9 direct securities· $2.2M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Target Retirement 2040 Registered investment company	—	—	—	$536K	23.9%
Vanguard Target Retirement 2045 Registered investment company	—	—	—	$430K	19.2%
Vanguard Target Retirement 2035 Registered investment company	—	—	—	$403K	17.9%
Vanguard Target Retirement 2030 Registered investment company	—	—	—	$391K

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