2023 Form 5500 filing — Mount Saint Mary'S University 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 20241015171313NAL0049078480001) for Mount Saint Mary'S University Defined Contribution Retirement Plan, reported by Mount Saint Mary'S University under EIN 52-0591672 and plan number 001. It reports 1,776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171313NAL0049078480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mount Saint Mary'S University
- EIN
- 52-0591672
- Plan number
- 001
- Location
- Emmitsburg, MD
- Participants
- 1,776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,798,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,798,805
- Employer contributions
- $1,519,727
- Participant contributions
- $2,224,625
- Total income / additions
- $16,276,405
- Benefits paid
- $3,803,469
- Administrative expenses
- $18,478
- Total expenses
- $3,821,947
- Net increase / (decrease)
- $12,454,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | ADVISOR | $11,235 | not reported in the loaded dataset |
| Cbiz Financial Solutions, Inc. | SERVICE PROVIDER | $7,243 | not reported in the loaded dataset |