2023 Form 5500 filing — Fairleigh Dickinson University Tax Deferred Annuity 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 20241003154442NAL0021081618001) for Fairleigh Dickinson University Tax Deferred Annuity Plan, reported by Fairleigh Dickinson University under EIN 22-1494434 and plan number 005. It reports 1,094 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003154442NAL0021081618001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fairleigh Dickinson University
- EIN
- 22-1494434
- Plan number
- 005
- Location
- Teaneck, NJ
- Participants
- 1,094
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,437,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,437,078
- Participant contributions
- $3,486,431
- Total income / additions
- $22,207,274
- Benefits paid
- $5,160,475
- Administrative expenses
- $58,718
- Total expenses
- $5,219,193
- Net increase / (decrease)
- $16,988,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $40,891 | $0 |
| Fiducient Advisors, LLC | NONE | $10,582 | not reported in the loaded dataset |
| Cohnreznick Llp | NONE | $7,245 | not reported in the loaded dataset |