2023 Form 5500 filing — Misericordia University Tax-Deferred Annuity 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 20240930061133NAL0002458211001) for Misericordia University Tax-Deferred Annuity Retirement Plan, reported by Misericordia University under EIN 24-0795406 and plan number 002. It reports 706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930061133NAL0002458211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Misericordia University
- EIN
- 24-0795406
- Plan number
- 002
- Location
- Dallas, PA
- Participants
- 706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,888,078
- Net assets (EOY)
- $89,888,078
- Employer contributions
- $1,704,518
- Participant contributions
- $1,960,228
- Total income / additions
- $16,760,472
- Benefits paid
- $2,703,015
- Administrative expenses
- $58,154
- Total expenses
- $2,764,192
- Net increase / (decrease)
- $13,996,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors, LLC | not reported in the loaded dataset | $52,976 | not reported in the loaded dataset |