2023 Form 5500 filing — University Of Saint Mary 401(K) Retirement Savings 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 20241014152537NAL0027704225001) for University Of Saint Mary 401(K) Retirement Savings Plan, reported by University Of Saint Mary, Inc under EIN 48-0547846 and plan number 003. It reports 708 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152537NAL0027704225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Saint Mary, Inc
- EIN
- 48-0547846
- Plan number
- 003
- Location
- Leavenworth, KS
- Participants
- 708
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,539,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,539,366
- Employer contributions
- $553,896
- Participant contributions
- $772,940
- Total income / additions
- $2,039,223
- Benefits paid
- $805,914
- Administrative expenses
- $20,810
- Total expenses
- $826,724
- Net increase / (decrease)
- $1,212,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $20,810 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Eagleasset | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| American Century Investment Managem | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Janus Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Alliance Global Funds | NONE | $0 | $0 |
| Bny Mellon Investment Funds | NONE | $0 | $0 |