2023 Form 5500 filing — Utica 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 20250311170326NAL0017869585001) for Utica University Defined Contribution Retirement Plan, reported by Utica University under EIN 16-1476258 and plan number 001. It reports 1,709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311170326NAL0017869585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utica University
- EIN
- 16-1476258
- Plan number
- 001
- Location
- Utica, NY
- Participants
- 1,709
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,031,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,031,663
- Employer contributions
- $2,633,836
- Participant contributions
- $2,473,059
- Total income / additions
- $25,905,615
- Benefits paid
- $10,770,032
- Administrative expenses
- $60,604
- Total expenses
- $10,854,014
- Net increase / (decrease)
- $15,051,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $60,604 | $0 |