2023 Form 5500 filing — Lycoming College 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 20240927151638NAL0001377123001) for Lycoming College Retirement Plan, reported by Lycoming College under EIN 24-0795965 and plan number 001. It reports 865 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927151638NAL0001377123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lycoming College
- EIN
- 24-0795965
- Plan number
- 001
- Location
- Williamsport, PA
- Participants
- 865
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,488,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,488,282
- Employer contributions
- $1,422,025
- Participant contributions
- $951,145
- Total income / additions
- $11,931,401
- Benefits paid
- $4,825,741
- Administrative expenses
- $102,268
- Total expenses
- $4,928,009
- Net increase / (decrease)
- $7,003,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | NONE | $72,646 | $0 |
| Pentegra Services, Inc. | NONE | $15,372 | not reported in the loaded dataset |
| New England Retirement Consultants, | NONE | $15,000 | not reported in the loaded dataset |