Civic Intelligence

St Anne Institute

Plan context: St. Anne Institute 403(B) Plan

EIN 14-1340098 • Albany, NY • 67 filings • 16 plans

160 North Main AvenueAlbany, NY 12206
Current Snapshot

Latest Year

2024

2024 Participants

128

2024 Assets

$5,620,257

2024 Contributions

$682,591

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,620,257$2,810,129$0199920122023YearValue
$5,620,257Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4512260199920122024YearValue
128Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242128$0$0-
Welfare-81---
St. Anne Institute Welfare Benefits Plan-128---
20233288$5,620,257$682,591$2,370iApproximate average salary by contribution assumption: employee only about $59,253 at 4% or $39,502 at 6%; with 50% employer match about $39,502 at 4% or $26,335 at 6%; with 100% employer match about $29,626 at 4% or $19,751 at 6%.
St. Anne Institute 403(B) Plan-288$5,620,257$682,591$2,370iApproximate average salary by contribution assumption: employee only about $59,253 at 4% or $39,502 at 6%; with 50% employer match about $39,502 at 4% or $26,335 at 6%; with 100% employer match about $29,626 at 4% or $19,751 at 6%.
St. Anne Institute Welfare Benefits Plan-146---
Welfare-91---
20223265$4,547,016$367,607$1,387iApproximate average salary by contribution assumption: employee only about $34,680 at 4% or $23,120 at 6%; with 50% employer match about $23,120 at 4% or $15,413 at 6%; with 100% employer match about $17,340 at 4% or $11,560 at 6%.
St. Anne Institute 403(B) Plan-265$4,547,016$367,607$1,387iApproximate average salary by contribution assumption: employee only about $34,680 at 4% or $23,120 at 6%; with 50% employer match about $23,120 at 4% or $15,413 at 6%; with 100% employer match about $17,340 at 4% or $11,560 at 6%.
Welfare-118---
St. Anne Institute Welfare Benefits Plan-167---
20213231$4,180,588$397,514$1,721iApproximate average salary by contribution assumption: employee only about $43,021 at 4% or $28,681 at 6%; with 50% employer match about $28,681 at 4% or $19,120 at 6%; with 100% employer match about $21,510 at 4% or $14,340 at 6%.
St. Anne Institute 403(B) Plan-231$4,180,588$397,514$1,721iApproximate average salary by contribution assumption: employee only about $43,021 at 4% or $28,681 at 6%; with 50% employer match about $28,681 at 4% or $19,120 at 6%; with 100% employer match about $21,510 at 4% or $14,340 at 6%.
Welfare-109---
St. Anne Institute Welfare Benefits Plan-162---
20203241$5,062,068$400,612$1,662iApproximate average salary by contribution assumption: employee only about $41,557 at 4% or $27,705 at 6%; with 50% employer match about $27,705 at 4% or $18,470 at 6%; with 100% employer match about $20,779 at 4% or $13,852 at 6%.
St. Anne Institute 403(B) Plan-241$5,062,068$400,612$1,662iApproximate average salary by contribution assumption: employee only about $41,557 at 4% or $27,705 at 6%; with 50% employer match about $27,705 at 4% or $18,470 at 6%; with 100% employer match about $20,779 at 4% or $13,852 at 6%.
Welfare-158---
St. Anne Institute Welfare Benefits Plan-201---
20193296$4,163,973$398,289$1,346iApproximate average salary by contribution assumption: employee only about $33,639 at 4% or $22,426 at 6%; with 50% employer match about $22,426 at 4% or $14,951 at 6%; with 100% employer match about $16,820 at 4% or $11,213 at 6%.
St. Anne Institute 403(B) Plan-296$4,163,973$398,289$1,346iApproximate average salary by contribution assumption: employee only about $33,639 at 4% or $22,426 at 6%; with 50% employer match about $22,426 at 4% or $14,951 at 6%; with 100% employer match about $16,820 at 4% or $11,213 at 6%.
Welfare-166---
St. Anne Institute Welfare Benefits Plan-234---
20183328$3,957,878$333,965$1,018iApproximate average salary by contribution assumption: employee only about $25,455 at 4% or $16,970 at 6%; with 50% employer match about $16,970 at 4% or $11,313 at 6%; with 100% employer match about $12,727 at 4% or $8,485 at 6%.
St. Anne Institute 403(B) Plan-328$3,957,878$333,965$1,018iApproximate average salary by contribution assumption: employee only about $25,455 at 4% or $16,970 at 6%; with 50% employer match about $16,970 at 4% or $11,313 at 6%; with 100% employer match about $12,727 at 4% or $8,485 at 6%.
St. Anne Institute Welfare Benefits Plan-206---
Welfare-165---
20172330$3,950,916$271,528$823iApproximate average salary by contribution assumption: employee only about $20,570 at 4% or $13,714 at 6%; with 50% employer match about $13,714 at 4% or $9,142 at 6%; with 100% employer match about $10,285 at 4% or $6,857 at 6%.
St. Anne Institute 403(B) Plan-330$3,950,916$271,528$823iApproximate average salary by contribution assumption: employee only about $20,570 at 4% or $13,714 at 6%; with 50% employer match about $13,714 at 4% or $9,142 at 6%; with 100% employer match about $10,285 at 4% or $6,857 at 6%.
St. Anne Institute Welfare Benefits Plan-170---
20162300$3,679,583$228,541$762iApproximate average salary by contribution assumption: employee only about $19,045 at 4% or $12,697 at 6%; with 50% employer match about $12,697 at 4% or $8,464 at 6%; with 100% employer match about $9,523 at 4% or $6,348 at 6%.
St. Anne Institute 403(B) Plan-300$3,679,583$228,541$762iApproximate average salary by contribution assumption: employee only about $19,045 at 4% or $12,697 at 6%; with 50% employer match about $12,697 at 4% or $8,464 at 6%; with 100% employer match about $9,523 at 4% or $6,348 at 6%.
Welfare-275---
20152291$3,192,304$176,833$608iApproximate average salary by contribution assumption: employee only about $15,192 at 4% or $10,128 at 6%; with 50% employer match about $10,128 at 4% or $6,752 at 6%; with 100% employer match about $7,596 at 4% or $5,064 at 6%.
St. Anne Institute 403(B) Plan-291$3,192,304$176,833$608iApproximate average salary by contribution assumption: employee only about $15,192 at 4% or $10,128 at 6%; with 50% employer match about $10,128 at 4% or $6,752 at 6%; with 100% employer match about $7,596 at 4% or $5,064 at 6%.
Welfare-264---
20142277$3,363,920$231,940$837iApproximate average salary by contribution assumption: employee only about $20,933 at 4% or $13,955 at 6%; with 50% employer match about $13,955 at 4% or $9,304 at 6%; with 100% employer match about $10,467 at 4% or $6,978 at 6%.
St. Anne Institute 403(B) Plan-268$3,363,920$231,940$865iApproximate average salary by contribution assumption: employee only about $21,636 at 4% or $14,424 at 6%; with 50% employer match about $14,424 at 4% or $9,616 at 6%; with 100% employer match about $10,818 at 4% or $7,212 at 6%.
Welfare-277---
20132320$3,906,642$261,741$818iApproximate average salary by contribution assumption: employee only about $20,449 at 4% or $13,632 at 6%; with 50% employer match about $13,632 at 4% or $9,088 at 6%; with 100% employer match about $10,224 at 4% or $6,816 at 6%.
St. Anne Institute 403(B) Plan-320$3,906,642$261,741$818iApproximate average salary by contribution assumption: employee only about $20,449 at 4% or $13,632 at 6%; with 50% employer match about $13,632 at 4% or $9,088 at 6%; with 100% employer match about $10,224 at 4% or $6,816 at 6%.
Welfare-292---
20122353$3,379,490$313,663$889iApproximate average salary by contribution assumption: employee only about $22,214 at 4% or $14,809 at 6%; with 50% employer match about $14,809 at 4% or $9,873 at 6%; with 100% employer match about $11,107 at 4% or $7,405 at 6%.
St. Anne Institute 403(B) Plan-353$3,379,490$313,663$889iApproximate average salary by contribution assumption: employee only about $22,214 at 4% or $14,809 at 6%; with 50% employer match about $14,809 at 4% or $9,873 at 6%; with 100% employer match about $11,107 at 4% or $7,405 at 6%.
Welfare-323---
20112451$3,546,319$420,213$932iApproximate average salary by contribution assumption: employee only about $23,293 at 4% or $15,529 at 6%; with 50% employer match about $15,529 at 4% or $10,353 at 6%; with 100% employer match about $11,647 at 4% or $7,764 at 6%.
St. Anne Institute 403(B) Plan-354$3,546,319$420,213$1,187iApproximate average salary by contribution assumption: employee only about $29,676 at 4% or $19,784 at 6%; with 50% employer match about $19,784 at 4% or $13,189 at 6%; with 100% employer match about $14,838 at 4% or $9,892 at 6%.
Welfare-451---
20102382$3,620,581$760,066$1,990iApproximate average salary by contribution assumption: employee only about $49,743 at 4% or $33,162 at 6%; with 50% employer match about $33,162 at 4% or $22,108 at 6%; with 100% employer match about $24,871 at 4% or $16,581 at 6%.
St. Anne Institute 403(B) Plan-382$3,620,581$760,066$1,990iApproximate average salary by contribution assumption: employee only about $49,743 at 4% or $33,162 at 6%; with 50% employer match about $33,162 at 4% or $22,108 at 6%; with 100% employer match about $24,871 at 4% or $16,581 at 6%.
Welfare-284---
20094371$3,066,028$2,819,664$7,600iApproximate average salary by contribution assumption: employee only about $190,004 at 4% or $126,670 at 6%; with 50% employer match about $126,670 at 4% or $84,446 at 6%; with 100% employer match about $95,002 at 4% or $63,335 at 6%.
St. Anne Institute 403(B) Plan-371$2,820,409$2,588,567$6,977iApproximate average salary by contribution assumption: employee only about $174,432 at 4% or $116,288 at 6%; with 50% employer match about $116,288 at 4% or $77,525 at 6%; with 100% employer match about $87,216 at 4% or $58,144 at 6%.
St. Anne Institute 403(B) Plan-370$245,619$231,097$625iApproximate average salary by contribution assumption: employee only about $15,615 at 4% or $10,410 at 6%; with 50% employer match about $10,410 at 4% or $6,940 at 6%; with 100% employer match about $7,807 at 4% or $5,205 at 6%.
Welfare-296---
St. Anne Institute Retirement Plan and Trust-0---
20082332$3,025,076$349,096$1,051iApproximate average salary by contribution assumption: employee only about $26,287 at 4% or $17,525 at 6%; with 50% employer match about $17,525 at 4% or $11,683 at 6%; with 100% employer match about $13,144 at 4% or $8,762 at 6%.
St. Anne Institute Retirement Plan and Trust-318$3,025,076$349,096$1,098iApproximate average salary by contribution assumption: employee only about $27,445 at 4% or $18,296 at 6%; with 50% employer match about $18,296 at 4% or $12,198 at 6%; with 100% employer match about $13,722 at 4% or $9,148 at 6%.
Welfare-332---
20072346$3,526,378$387,695$1,121iApproximate average salary by contribution assumption: employee only about $28,013 at 4% or $18,675 at 6%; with 50% employer match about $18,675 at 4% or $12,450 at 6%; with 100% employer match about $14,006 at 4% or $9,338 at 6%.
St. Anne Institute Retirement Plan and Trust-279$3,526,378$387,695$1,390iApproximate average salary by contribution assumption: employee only about $34,740 at 4% or $23,160 at 6%; with 50% employer match about $23,160 at 4% or $15,440 at 6%; with 100% employer match about $17,370 at 4% or $11,580 at 6%.
Welfare-346---
20062272$3,586,129$641,755$2,359iApproximate average salary by contribution assumption: employee only about $58,985 at 4% or $39,323 at 6%; with 50% employer match about $39,323 at 4% or $26,215 at 6%; with 100% employer match about $29,492 at 4% or $19,662 at 6%.
St. Anne Institute Retirement Plan and Trust-253$3,586,129$641,755$2,537iApproximate average salary by contribution assumption: employee only about $63,415 at 4% or $42,276 at 6%; with 50% employer match about $42,276 at 4% or $28,184 at 6%; with 100% employer match about $31,707 at 4% or $21,138 at 6%.
Welfare-272---
20053263$2,787,892$336,100$1,278iApproximate average salary by contribution assumption: employee only about $31,949 at 4% or $21,299 at 6%; with 50% employer match about $21,299 at 4% or $14,199 at 6%; with 100% employer match about $15,974 at 4% or $10,650 at 6%.
St. Anne Institute Retirement Plan and Trust-239$2,787,892$336,100$1,406iApproximate average salary by contribution assumption: employee only about $35,157 at 4% or $23,438 at 6%; with 50% employer match about $23,438 at 4% or $15,625 at 6%; with 100% employer match about $17,578 at 4% or $11,719 at 6%.
Welfare-245---
First Welfare Unum Life Insurance Company Provident/Unum Companies-263---
20043270$2,422,848$275,942$1,022iApproximate average salary by contribution assumption: employee only about $25,550 at 4% or $17,033 at 6%; with 50% employer match about $17,033 at 4% or $11,356 at 6%; with 100% employer match about $12,775 at 4% or $8,517 at 6%.
St. Anne Institute Retirement Plan and Trust-254$2,422,848$275,942$1,086iApproximate average salary by contribution assumption: employee only about $27,160 at 4% or $18,106 at 6%; with 50% employer match about $18,106 at 4% or $12,071 at 6%; with 100% employer match about $13,580 at 4% or $9,053 at 6%.
First Welfare Unum Life Insurance Company Provident/Unum Companies-270---
Welfare-269---
20033279$2,193,347$281,907$1,010iApproximate average salary by contribution assumption: employee only about $25,260 at 4% or $16,840 at 6%; with 50% employer match about $16,840 at 4% or $11,227 at 6%; with 100% employer match about $12,630 at 4% or $8,420 at 6%.
St. Anne Institute Retirement Plan and Trust-269$2,193,347$281,907$1,048iApproximate average salary by contribution assumption: employee only about $26,200 at 4% or $17,466 at 6%; with 50% employer match about $17,466 at 4% or $11,644 at 6%; with 100% employer match about $13,100 at 4% or $8,733 at 6%.
Welfare-255---
First Welfare Unum Life Insurance Company Provident/Unum Companies-279---
20023287$1,841,991$287,693$1,002iApproximate average salary by contribution assumption: employee only about $25,060 at 4% or $16,707 at 6%; with 50% employer match about $16,707 at 4% or $11,138 at 6%; with 100% employer match about $12,530 at 4% or $8,353 at 6%.
St. Anne Institute Retirement Plan and Trust-247$1,841,991$287,693$1,165iApproximate average salary by contribution assumption: employee only about $29,119 at 4% or $19,412 at 6%; with 50% employer match about $19,412 at 4% or $12,942 at 6%; with 100% employer match about $14,559 at 4% or $9,706 at 6%.
First Welfare Unum Life Insurance Company Provident/Unum Companies-287---
Welfare-266---
20013265$1,539,064$271,850$1,026iApproximate average salary by contribution assumption: employee only about $25,646 at 4% or $17,097 at 6%; with 50% employer match about $17,097 at 4% or $11,398 at 6%; with 100% employer match about $12,823 at 4% or $8,549 at 6%.
St. Anne Institute Retirement Plan and Trust-247$1,539,064$271,850$1,101iApproximate average salary by contribution assumption: employee only about $27,515 at 4% or $18,343 at 6%; with 50% employer match about $18,343 at 4% or $12,229 at 6%; with 100% employer match about $13,758 at 4% or $9,172 at 6%.
First Welfare Unum Life Insurance Company Provident/Unum Companies-265---
Welfare-239---
20003254$0$0-
First Welfare Unum Life Insurance Company Provident/Unum Companies-254---
Welfare-254---
St. Anne Institute Retirement Plan and Trust-246---
19993254$1,768,115$248,200$977iApproximate average salary by contribution assumption: employee only about $24,429 at 4% or $16,286 at 6%; with 50% employer match about $16,286 at 4% or $10,857 at 6%; with 100% employer match about $12,215 at 4% or $8,143 at 6%.
St. Anne Institute Retirement Plan and Trust-233$1,768,115$248,200$1,065iApproximate average salary by contribution assumption: employee only about $26,631 at 4% or $17,754 at 6%; with 50% employer match about $17,754 at 4% or $11,836 at 6%; with 100% employer match about $13,315 at 4% or $8,877 at 6%.
First Welfare Unum Life Insurance Company Provident/Unum Companies-254---
Welfare-248---