2023 Form 5500 filing — Juniata College 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 20241014102010NAL0014759971001) for Juniata College Retirement Plan, reported by Juniata College under EIN 23-1352652 and plan number 001. It reports 820 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102010NAL0014759971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Juniata College
- EIN
- 23-1352652
- Plan number
- 001
- Location
- Huntingdon, PA
- Participants
- 820
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,918,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,918,650
- Employer contributions
- $1,812,994
- Participant contributions
- $1,364,291
- Total income / additions
- $19,439,930
- Benefits paid
- $8,473,525
- Administrative expenses
- $104,589
- Total expenses
- $8,578,114
- Net increase / (decrease)
- $10,861,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cornerstone Advisors Asset Mgmt. | NONE | $59,111 | not reported in the loaded dataset |
| Tiaa | NONE | $39,318 | $0 |
| Young, Oakes, Brown And Co., P.C. | NONE | $6,610 | not reported in the loaded dataset |