2023 Form 5500 filing — Franklin Pierce University Defined Contribution 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 20240729122907NAL0029737472001) for Franklin Pierce University Defined Contribution Retirement Plan, reported by Franklin Pierce University under EIN 02-0263136 and plan number 001. It reports 1,010 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729122907NAL0029737472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franklin Pierce University
- EIN
- 02-0263136
- Plan number
- 001
- Location
- Rindge, NH
- Participants
- 1,010
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,760,254
- Net assets (EOY)
- $60,760,254
- Employer contributions
- $792,889
- Participant contributions
- $1,045,463
- Total income / additions
- $10,249,715
- Benefits paid
- $3,951,487
- Administrative expenses
- $41,229
- Total expenses
- $3,992,716
- Net increase / (decrease)
- $6,256,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $39,080 | $0 |
| Variable Annuity Life Insurance Co. | RECORDKEEPER | $2,149 | $0 |