Original filing (PDF)20251009074227NAL0003716675001

ITHACA COLLEGE

Name: ITHACA COLLEGE — EMERITI RETIREE HEALTH PLAN FOR ITHACA COLLEGE, Form 5500 (2024)
Creator: ITHACA COLLEGE

Form 5500

FILING_RECEIVED

EMERITI RETIREE HEALTH PLAN FOR ITHACA COLLEGE

Health & welfare plan

Signals · 1

No recordkeeper disclosed

Active participants

917

Accounts w/ balance

—

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

How this plan invests

This plan

16 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 ITHACA COLLEGE.

Plan sponsor

Name

ITHACA COLLEGE

EIN

15-0532204

Address

OFFICE OF HUMAN RESOURCES · 953 DANBY ROAD · ITHACA, NY · 14850

Phone

(607) 274-8000

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

504

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

Audit & trust (Schedule H)

Auditor

GRANT THORNTON

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMERITI RETIREMENT HEALTH SOLUTIONS	57-1194227	—	CONSULTANT	$66K	—

Investments

16 direct securities· $10.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom Index 2030 Instl Prem Mutual Fund	—	—	—	$1.9M	19.2%
Fidelity Freedom Index 2025 Instl Prem Mutual Fund	—	—	—	$1.8M	18.1%
Fidelity Freedom Index 2035 Instl Prem Mutual Fund	—	—	—	$1.7M	17.4%
Fidelity Freedom Index 2020 Instl Prem Mutual Fund	—	—	—	$1.0M

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