2023 Form 5500 filing — Lehigh University Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711074216NAL0024471808001) for Lehigh University Retirement Plan, reported by Lehigh University under EIN 24-0795445 and plan number 001. It reports 4,816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711074216NAL0024471808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lehigh University
- EIN
- 24-0795445
- Plan number
- 001
- Location
- Bethlehem, PA
- Participants
- 4,816
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $825,947,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $825,947,091
- Employer contributions
- $16,702,876
- Participant contributions
- $15,251,685
- Total income / additions
- $136,397,493
- Benefits paid
- $50,843,828
- Administrative expenses
- $1,093,909
- Total expenses
- $51,937,737
- Net increase / (decrease)
- $84,459,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $350,829 | $0 |
| Capfinancial Partners, LLC | INVESTMENT MANAGER | $79,568 | not reported in the loaded dataset |
| Zelenkofske Axelrod LLC | AUDITOR | $24,900 | not reported in the loaded dataset |