Original filing (PDF)20251015150956NAL0002519907001

CHAUTAUQUA INSTITUTION

Name: CHAUTAUQUA INSTITUTION — CHAUTAUQUA INSTITUTION SEASONAL 403(B) PLAN, Form 5500 (2024)
Creator: CHAUTAUQUA INSTITUTION

Form 5500-SF

FILING_RECEIVED

CHAUTAUQUA INSTITUTION SEASONAL 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHAUTAUQUA INSTITUTION.

Plan sponsor

Name

CHAUTAUQUA INSTITUTION

EIN

16-0758844

Address

PO BOX 28 · CHAUTAUQUA, NY · 147220028

Phone

(716) 635-7622

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