401k Plan data: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY plan

EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 401k Plan overview

Plan Name	EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY
Plan identification number	508

EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental

401k Sponsoring company profile

COLGATE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: COLGATE UNIVERSITY

Employer identification number (EIN): 150532078

NAIC Classification: 611000

Additional information about COLGATE UNIVERSITY

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1846-01-01

Company Identification Number: 134

More information about COLGATE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
508 2022-01-01
508 2021-01-01
508 2020-01-01
508 2019-01-01
508 2018-01-01
508 2017-01-01 AMY F RYAN
508 2016-01-01 AMY F RYAN
508 2015-01-01 AMY F RYAN
508 2014-01-01 LORI S CHLAD
508 2013-01-01 LORI S CHLAD
508 2012-07-01 LORI S CHLAD

Plan Statistics for EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY

401k plan membership statisitcs for EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY

Measure Date Value
2022: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2022 401k membership
Total participants, beginning-of-year 2022-01-01 709
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 386
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 386
2021: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2021 401k membership
Total participants, beginning-of-year 2021-01-01 649
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 708
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 709
2020: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2020 401k membership
Total participants, beginning-of-year 2020-01-01 648
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 645
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 649
2019: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2019 401k membership
Total participants, beginning-of-year 2019-01-01 563
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 647
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 648
2018: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2018 401k membership
Total participants, beginning-of-year 2018-01-01 497
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 563
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 563
2017: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2017 401k membership
Total participants, beginning-of-year 2017-01-01 427
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 496
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 497
2016: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2016 401k membership
Total participants, beginning-of-year 2016-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 427
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 427
2015: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2015 401k membership
Total participants, beginning-of-year 2015-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 345
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 345
2014: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2014 401k membership
Total participants, beginning-of-year 2014-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 307
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 307
2013: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2013 401k membership
Total participants, beginning-of-year 2013-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 208
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 208
2012: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2012 401k membership
Total participants, beginning-of-year 2012-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 102
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 102

Measure	Date	Value
2022: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2022 401k membership
Total participants, beginning-of-year	2022-01-01	709
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	386
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	386
2021: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2021 401k membership
Total participants, beginning-of-year	2021-01-01	649
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	708
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	709
2020: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2020 401k membership
Total participants, beginning-of-year	2020-01-01	648
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	645
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	649
2019: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2019 401k membership
Total participants, beginning-of-year	2019-01-01	563
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	647
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	648
2018: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2018 401k membership
Total participants, beginning-of-year	2018-01-01	497
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	563
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	563
2017: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2017 401k membership
Total participants, beginning-of-year	2017-01-01	427
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	496
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	497
2016: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2016 401k membership
Total participants, beginning-of-year	2016-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	427
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	427
2015: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2015 401k membership
Total participants, beginning-of-year	2015-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	345
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	345
2014: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2014 401k membership
Total participants, beginning-of-year	2014-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	307
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	307
2013: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2013 401k membership
Total participants, beginning-of-year	2013-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	208
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	208
2012: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2012 401k membership
Total participants, beginning-of-year	2012-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	102
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	102

Financial Data on EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY

Measure	Date	Value
2022 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-32,264
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$167,312
Value of total assets at end of year	2022-12-31	$1,220,259
Value of total assets at beginning of year	2022-12-31	$1,252,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$67,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$67,537
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$21,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-32,264
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,220,259
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,252,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,197,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,216,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$23,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$36,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$36,104
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-267,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$146,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2022-12-31	161131146
2021 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$274,249
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$94
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$153,312
Value of total assets at end of year	2021-12-31	$1,252,523
Value of total assets at beginning of year	2021-12-31	$978,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$94
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$90,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$90,777
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$18,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$274,155
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,252,523
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$978,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,216,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$966,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$36,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$11,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$11,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$30,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$134,982
Contract administrator fees	2021-12-31	$94
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2021-12-31	161131146
2020 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$272,646
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$147,076
Value of total assets at end of year	2020-12-31	$978,368
Value of total assets at beginning of year	2020-12-31	$705,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$135
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$47,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$47,310
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$272,511
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$978,368
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$705,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$966,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$704,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$11,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$78,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$144,619
Contract administrator fees	2020-12-31	$135
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2020-12-31	161131146
2019 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$241,474
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$48
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$133,675
Value of total assets at end of year	2019-12-31	$705,857
Value of total assets at beginning of year	2019-12-31	$464,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$48
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$24,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$24,634
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$241,426
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$705,857
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$464,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$704,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$462,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$83,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$132,746
Contract administrator fees	2019-12-31	$48
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2019-12-31	161131146
2018 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$86,667
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$123,073
Value of total assets at end of year	2018-12-31	$464,431
Value of total assets at beginning of year	2018-12-31	$377,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$28,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$28,027
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$86,667
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$464,431
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$377,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$462,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$373,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$4,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$4,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-64,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$123,073
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2018-12-31	161131146
2017 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$139,735
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$63
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$88,710
Value of total assets at end of year	2017-12-31	$377,764
Value of total assets at beginning of year	2017-12-31	$238,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$63
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$15,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$15,776
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$200
Administrative expenses (other) incurred	2017-12-31	$63
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$139,672
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$377,764
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$238,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$373,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$238,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$4,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$35,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$88,510
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2017-12-31	161131146
2016 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$86,087
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$72,734
Value of total assets at end of year	2016-12-31	$238,092
Value of total assets at beginning of year	2016-12-31	$152,005
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$11,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$11,058
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$86,087
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$238,092
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$152,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$238,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$151,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$477
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$72,734
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2016-12-31	161131146
2015 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$61,718
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$62,697
Value of total assets at end of year	2015-12-31	$152,005
Value of total assets at beginning of year	2015-12-31	$90,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$126
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$9,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$9,024
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$61,592
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$152,005
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$90,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$151,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$89,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$931
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-10,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$62,697
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2015-12-31	161131146
2014 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$56,619
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$54,235
Value of total assets at end of year	2014-12-31	$90,413
Value of total assets at beginning of year	2014-12-31	$34,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$700
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$4,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$4,819
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$55,919
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$90,413
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$34,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$89,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$34,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-2,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$54,235
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2014-12-31	161131146
2013 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2013 401k financial data
Total income from all sources	2013-12-31	$28,859
Expenses. Total of all expenses incurred	2013-12-31	$307
Total plan assets at end of year	2013-12-31	$34,494
Total plan assets at beginning of year	2013-12-31	$5,942
Other income received	2013-12-31	$3,283
Net income (gross income less expenses)	2013-12-31	$28,552
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$34,494
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,942
Total contributions received or receivable from employer(s)	2013-12-31	$25,576
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$307
2012 : EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2012 401k financial data
Total income from all sources	2012-12-31	$5,949
Expenses. Total of all expenses incurred	2012-12-31	$7
Total plan assets at end of year	2012-12-31	$5,942
Total plan assets at beginning of year	2012-12-31	$0
Other income received	2012-12-31	$136
Net income (gross income less expenses)	2012-12-31	$5,942
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,942
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$5,813
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7

Form 5500 Responses for EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY

2022: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EMERITI RETIREE HEALTH PLAN FOR COLGATE UNIVERSITY 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COLGATE UNIVERSITY
Employer identification number (EIN):	150532078
NAIC Classification:	611000

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1846-01-01
Company Identification Number:	134