2023 Form 5500 filing — Franciscan University Of Steubenville 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 20241014173559NAL0045511152001) for Franciscan University Of Steubenville Defined Contribution Retirement Plan, reported by Franciscan University Of Steubenville under EIN 34-0714818 and plan number 001. It reports 669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173559NAL0045511152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franciscan University Of Steubenville
- EIN
- 34-0714818
- Plan number
- 001
- Location
- Steubenville, OH
- Participants
- 669
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,771,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,771,987
- Employer contributions
- $1,700,428
- Participant contributions
- $1,585,237
- Total income / additions
- $14,816,568
- Benefits paid
- $6,728,026
- Administrative expenses
- $161,646
- Total expenses
- $6,889,672
- Net increase / (decrease)
- $7,926,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $56,521 | $0 |
| Cbiz Investment Advisory Services | NONE | $47,740 | not reported in the loaded dataset |