2023 Form 5500 filing — Harrisburg University Of Science & Technology 403(B) 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 20241010133724NAL0010033379001) for Harrisburg University Of Science & Technology 403(B) Plan, reported by Harrisburg University Of Science & Technology under EIN 25-1900793 and plan number 001. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133724NAL0010033379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harrisburg University Of Science & Technology
- EIN
- 25-1900793
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,790,143
- Net assets (EOY)
- $29,790,143
- Employer contributions
- $1,691,181
- Participant contributions
- $2,629,662
- Total income / additions
- $9,000,437
- Benefits paid
- $740,084
- Administrative expenses
- $172,772
- Total expenses
- $923,954
- Net increase / (decrease)
- $8,076,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance & Annuity | CUSTODIAN | $98,709 | $0 |
| Cornerstone Advisors Asset Manageme | CUSTODIAN | $44,183 | not reported in the loaded dataset |
| Cambridge Investment Research, Inc. | CUSTODIAN | $31,306 | not reported in the loaded dataset |