How big is Chautauqua Institution's plan?

Chautauqua Institution's plan reported $59K in assets and 4 participants for 2024.

Original filing (PDF)20251015151936NAL0010005842001

Chautauqua Institution

Name: Chautauqua Institution — Chautauqua Institution PART, Form 5500 (2024)
Creator: Chautauqua Institution
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chautauqua Institution PART Time 403(b) Plan

403(b) retirement plan · Chautauqua Institution's Chautauqua Institution PART Time 403(b) Plan held $59K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

Sebastian Baggiano signed Chautauqua Institution's 2024 Form 5500 as plan administrator.

Sebastian Baggiano — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chautauqua Institution's EIN is 16-0758844.

EIN 16-0758844

Plan number 003

Plan year 2024

ACK ID 20251015151936NAL0010005842001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chautauqua Institution from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chautauqua Institution's plan includes profit-sharing, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CHAUTAUQUA INSTITUTION

EIN

all filings

Address

PO BOX 28 · CHAUTAUQUA, NY · 147220028

Phone

(716) 635-7622

Industry

Educational Services

Plan administrator