2023 Form 5500 filing — Saint Vincent 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 20240926114413NAL0000702369001) for Saint Vincent Retirement Plan, reported by Saint Vincent College under EIN 25-0964126 and plan number 001. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926114413NAL0000702369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Vincent College
- EIN
- 25-0964126
- Plan number
- 001
- Location
- Latrobe, PA
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,696,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,696,431
- Employer contributions
- $1,199,193
- Participant contributions
- $1,265,512
- Total income / additions
- $11,667,926
- Benefits paid
- $3,749,479
- Administrative expenses
- $4,373
- Total expenses
- $3,778,350
- Net increase / (decrease)
- $7,889,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $4,373 | $0 |