2023 Form 5500 filing — Niagara University Defined Contribution 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 20241015093909NAL0014329667001) for Niagara University Defined Contribution Plan, reported by Niagara Univeristy under EIN 16-0755807 and plan number 001. It reports 1,043 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093909NAL0014329667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Niagara Univeristy
- EIN
- 16-0755807
- Plan number
- 001
- Location
- Niagara University, NY
- Participants
- 1,043
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,037,609
- Net assets (EOY)
- $170,037,609
- Employer contributions
- $2,281,020
- Participant contributions
- $2,908,051
- Total income / additions
- $25,956,276
- Benefits paid
- $10,076,267
- Administrative expenses
- $53,387
- Total expenses
- $10,129,654
- Net increase / (decrease)
- $15,826,622
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axa Equitable Life Insurance Co | RECORDKEEPER | $473 | $63,991 |
| Fiducient Advisors, LLC | INVESTMENT ADVISOR | $42,753 | not reported in the loaded dataset |
| Freed Maxick Cpas, P.C. | PLAN AUDITOR | $5,500 | not reported in the loaded dataset |