Saint Francis University — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Saint Francis University (EIN 25-1024358) is a plan sponsor located in Loretto, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
25-1024358
Location
Loretto, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$117,767,426
Total reported net assets (EOY)
$117,767,426

Contributions & income

Employer contributions
$1,397,470
Participant contributions
$1,798,951
Total income / additions
$19,197,516

Expenses & distributions

Benefits paid / distributions
$6,367,113
Total expenses
$6,825,059
Net increase / (decrease)
$12,372,457

Coverage

Total reported participants
1,355
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Saint Francis University plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Saint Francis University Retirement Plan0041,016$117,767,4262023
Saint Francis University Welfare Wrap Plan510339not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Saint Francis University
YearPlanParticipantsSchedulesFiling
2023Saint Francis University Retirement Plan1,016H, C20241008111847NAL0016513313002
2023Saint Francis University Welfare Wrap Plan33920251023144616NAL0006725058001

Related Form 5500 pages