2023 Form 5500 filing — St. John'S University Defined Contribution 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 20241004142927NAL0005768547001) for St. John'S University Defined Contribution Retirement Plan, reported by St. John'S University under EIN 11-1630830 and plan number 003. It reports 5,676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004142927NAL0005768547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. John'S University
- EIN
- 11-1630830
- Plan number
- 003
- Location
- Jamaica, NY
- Participants
- 5,676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,352,796,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,352,796,238
- Employer contributions
- $12,914,851
- Participant contributions
- $17,036,691
- Total income / additions
- $199,359,808
- Benefits paid
- $63,053,047
- Administrative expenses
- $326,846
- Total expenses
- $63,379,893
- Net increase / (decrease)
- $135,979,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $134,342 | $0 |
| Fiducient Advisors, LLC | NONE | $97,287 | not reported in the loaded dataset |
| Fidelity Inv Inst Operations Co Inc | NONE | $68,793 | $0 |
| Grant Thornton Llp | NONE | $25,750 | not reported in the loaded dataset |