2023 Form 5500 filing — Mercy University 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 20241016165209NAL0060719970001) for Mercy University Retirement Plan, reported by Mercy University under EIN 13-1967321 and plan number 002. It reports 1,588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016165209NAL0060719970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercy University
- EIN
- 13-1967321
- Plan number
- 002
- Location
- Dobbs Ferry, NY
- Participants
- 1,588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,889,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,889,568
- Employer contributions
- $3,826,445
- Total income / additions
- $17,478,432
- Benefits paid
- $6,619,138
- Administrative expenses
- $34,053
- Total expenses
- $6,653,191
- Net increase / (decrease)
- $10,825,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cap Financial Partners,LLC | NONE | $33,750 | not reported in the loaded dataset |
| Tiaa Of America | NONE | $258 | $0 |
| Empower Life & Annuity Insurance | NONE | $150 | $0 |