2023 Form 5500 filing — Clarkson University Pension 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 20241014072006NAL0026752513001) for Clarkson University Pension Plan, reported by Clarkson University under EIN 15-0543659 and plan number 001. It reports 1,633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072006NAL0026752513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clarkson University
- EIN
- 15-0543659
- Plan number
- 001
- Location
- Potsdam, NY
- Participants
- 1,633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $351,152,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $351,152,190
- Employer contributions
- $4,366,304
- Participant contributions
- $4,483,334
- Total income / additions
- $51,454,125
- Benefits paid
- $21,566,771
- Administrative expenses
- $176,327
- Total expenses
- $21,743,796
- Net increase / (decrease)
- $29,710,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $122,547 | $0 |
| Fiducient Advisors, LLC | NONE | $38,574 | not reported in the loaded dataset |
| Mcsoley Mccoy & Co | NONE | $13,556 | not reported in the loaded dataset |