2023 Form 5500 filing — St. Lawrence University 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 20241015135953NAL0028676161001) for St. Lawrence University 403(B) Retirement Plan, reported by St. Lawrence University under EIN 15-0532239 and plan number 002. It reports 1,826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135953NAL0028676161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Lawrence University
- EIN
- 15-0532239
- Plan number
- 002
- Location
- Canton, NY
- Participants
- 1,826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $329,050,802
- Net assets (EOY)
- $329,050,802
- Employer contributions
- $4,349,967
- Participant contributions
- $4,287,542
- Total income / additions
- $48,782,569
- Benefits paid
- $18,901,912
- Administrative expenses
- $180,184
- Total expenses
- $19,094,280
- Net increase / (decrease)
- $29,688,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors, LLC | not reported in the loaded dataset | $51,431 | not reported in the loaded dataset |
| Bonadio & Co. Llp | not reported in the loaded dataset | $10,934 | not reported in the loaded dataset |