{"id":1820,"date":"2010-09-29T13:34:29","date_gmt":"2010-09-29T13:34:29","guid":{"rendered":"http:\/\/hub-dev.bates.edu\/hr\/?page_id=1820"},"modified":"2025-09-16T14:41:43","modified_gmt":"2025-09-16T18:41:43","slug":"summary-annual-reports","status":"publish","type":"page","link":"https:\/\/www.bates.edu\/hr\/benefits\/required-benefit-documents-and-notices\/summary-annual-reports\/","title":{"rendered":"Summary Annual Reports"},"content":{"rendered":"<p>Similar to how you must file your tax forms each year with the IRS, Bates College must file an annual informational report for each benefit plan with the IRS.\u00a0 A summary of this annual report is required to be provided to all benefit eligible employees.\u00a0 Below are the Summary Annual Reports for the Bates College Benefit Plans\u00a0for\u00a0the recent plan year(s).<\/p>\n<p>Bates College Health and Welfare Plan<\/p>\n<p><a href=\"https:\/\/www.bates.edu\/hr\/files\/2025\/09\/SAR-President-and-Trustees-of-Bates-College-Form-5500-PY24.pdf\" target=\"_blank\" rel=\"noopener\">2025<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2024\/09\/Summary-Annual-Report.pdf\" target=\"_blank\" rel=\"noopener\">2024<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2023\/09\/SAR-President-and-Trustees-of-Bates-College-Form-5500-PY22.pdf\" target=\"_blank\" rel=\"noopener\">2022<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2022\/08\/hr-health-and-welfare-plan-530-summary-annual-report-2021.pdf\" target=\"_blank\" rel=\"noopener\">2021<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2021\/09\/hr-summary-annual-report-plan-530-2020.pdf\" target=\"_blank\" rel=\"noopener\">2020<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2020\/07\/hr-health-and-welfare-plan-530-summary-annual-report-2019.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2019<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2019\/09\/hr-plan-530-sar.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2018<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-SAR-2017-Health-Welfare-Plan-530.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2017<\/a><\/p>\n<p>Business Travel Accident Plan<br \/>\n<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-504-sar-12312016.pdf\" target=\"_blank\" rel=\"noopener\">2016,<\/a>\u00a0<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-504-sar-12312015.pdf\" target=\"_blank\" rel=\"noopener\">2015<\/a><\/p>\n<p>Dental Plan<br \/>\n<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-527-sar-12312016.pdf\" target=\"_blank\" rel=\"noopener\">2016<\/a>,\u00a0<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-527-sar-12312015.pdf\" target=\"_blank\" rel=\"noopener\">2015<\/a><\/p>\n<p>Healthcare reimbursement Account<br \/>\n<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-510-sar-12312016.pdf\" target=\"_blank\" rel=\"noopener\">2016<\/a>,\u00a0<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-510-sar-12312015.pdf\" target=\"_blank\" rel=\"noopener\">2015<\/a><\/p>\n<p>Life and Accidental Death &amp; Dismemberment<br \/>\n<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-524-sar-12312016.pdf\" target=\"_blank\" rel=\"noopener\">2016,<\/a>\u00a0<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-524-sar-12312015.pdf\" target=\"_blank\" rel=\"noopener\">2015<\/a><\/p>\n<p>Long-term disability<br \/>\n<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-525-sar-12312016.pdf\" target=\"_blank\" rel=\"noopener\">2016<\/a>,\u00a0<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-525-sar-12312015.pdf\" target=\"_blank\" rel=\"noopener\">2015<\/a><\/p>\n<p>Medical Plan<br \/>\n<a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-526-sar-12312016.pdf\" target=\"_blank\" rel=\"noopener\">2016,\u00a0<\/a><a href=\"https:\/\/www.bates.edu\/hr\/files\/2010\/09\/hr-526-sar-12312015.pdf\" target=\"_blank\" rel=\"noopener\">2015<\/a><\/p>\n<p>Pension Plan<br \/>\n<a href=\"https:\/\/www.bates.edu\/hr\/files\/2024\/04\/2020-Summary-Annual-Report-for-Pension-Plans-MPPP.pdf\" target=\"_blank\" rel=\"noopener\">2022<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2022\/11\/hr-2021-MPP-sar.pdf\" target=\"_blank\" rel=\"noopener\">2021<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2022\/03\/hr-mpp-2020-sar.pdf\" target=\"_blank\" rel=\"noopener\">2020<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2021\/03\/hr-mpp-2019-sar.pdf\" target=\"_blank\" rel=\"noopener\">2019<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2020\/06\/hr-mpp-2018-sar.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2018<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2019\/02\/hr-005-2017-sar.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2017<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2019\/02\/hr-005-sar-123116.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2016<\/a><\/p>\n<p>403(b) Retirement Plan<\/p>\n<p><a href=\"https:\/\/www.bates.edu\/hr\/files\/2024\/04\/2020-Summary-Annual-Report-for-Pension-Plans.pdf\" target=\"_blank\" rel=\"noopener\">2022<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2022\/11\/hr-2021-403b-sar.pdf\" target=\"_blank\" rel=\"noopener\">2021<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2022\/03\/hr-403b-2020-sar.pdf\" target=\"_blank\" rel=\"noopener\">2020<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2021\/03\/hr-403b-2019-sar.pdf\" target=\"_blank\" rel=\"noopener\">2019<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2020\/06\/hr-403b-2018-sar.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2018<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2019\/02\/hr-002-sar-12312017.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2017<\/a>, <a href=\"https:\/\/www.bates.edu\/hr\/files\/2019\/02\/hr-002-sar-12312016.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">2016<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Similar to how you must file your tax forms each year with&hellip;<\/p>\n","protected":false},"author":5,"featured_media":0,"parent":2382,"menu_order":4,"comment_status":"closed","ping_status":"open","template":"","meta":{"_hide_ai_chatbot":false,"_ai_chatbot_style":"","associated_faculty":[],"_Page_Specific_Css":"","_bates_restrict_mod":false,"_table_of_contents_display":false,"_table_of_contents_location":"","_table_of_contents_disableSticky":false,"_is_featured":false,"footnotes":"","_bates_seo_meta_description":"","_bates_seo_block_robots":false,"_bates_seo_sharing_image_id":0,"_bates_seo_sharing_image_twitter_id":0,"_bates_seo_share_title":"","_bates_seo_canonical_overwrite":"","_bates_seo_twitter_template":""},"class_list":["post-1820","page","type-page","status-publish","hentry","with-sidebar"],"_links":{"self":[{"href":"https:\/\/www.bates.edu\/hr\/wp-json\/wp\/v2\/pages\/1820","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bates.edu\/hr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bates.edu\/hr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bates.edu\/hr\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bates.edu\/hr\/wp-json\/wp\/v2\/comments?post=1820"}],"version-history":[{"count":23,"href":"https:\/\/www.bates.edu\/hr\/wp-json\/wp\/v2\/pages\/1820\/revisions"}],"predecessor-version":[{"id":12279,"href":"https:\/\/www.bates.edu\/hr\/wp-json\/wp\/v2\/pages\/1820\/revisions\/12279"}],"up":[{"embeddable":true,"href":"https:\/\/www.bates.edu\/hr\/wp-json\/wp\/v2\/pages\/2382"}],"wp:attachment":[{"href":"https:\/\/www.bates.edu\/hr\/wp-json\/wp\/v2\/media?parent=1820"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}