2023 Form 5500 filing — Husson University Section 403(B) 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 20240828082407NAL0006689187001) for Husson University Section 403(B) Retirement Plan, reported by Husson University under EIN 01-0271210 and plan number 001. It reports 1,374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828082407NAL0006689187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Husson University
- EIN
- 01-0271210
- Plan number
- 001
- Location
- Bangor, ME
- Participants
- 1,374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,943,403
- Net assets (EOY)
- $63,943,403
- Employer contributions
- $1,232,587
- Participant contributions
- $1,784,895
- Total income / additions
- $12,798,476
- Benefits paid
- $3,920,305
- Administrative expenses
- $95,055
- Total expenses
- $4,015,360
- Net increase / (decrease)
- $8,783,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co | NONE | $86,605 | $0 |
| Variable Annuity Life Insurance | NONE | $9,035 | $0 |