2023 Form 5500 filing — University Of Saint Joseph 403(B) 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 20241015125055NAL0056226114001) for University Of Saint Joseph 403(B) Retirement Plan, reported by University Of Saint Joseph under EIN 06-0646829 and plan number 001. It reports 1,639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125055NAL0056226114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Saint Joseph
- EIN
- 06-0646829
- Plan number
- 001
- Location
- West Hartford, CT
- Participants
- 1,639
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,562,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,562,067
- Employer contributions
- $1,282,710
- Participant contributions
- $2,222,413
- Total income / additions
- $19,233,936
- Benefits paid
- $7,248,643
- Administrative expenses
- $195,633
- Total expenses
- $7,444,276
- Net increase / (decrease)
- $11,789,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | SERVICE PROVIDER | $130,746 | $0 |
| Fiduciary Investment Advisors, LLC | ADVISOR | $54,279 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | TPA | $11,282 | not reported in the loaded dataset |